+1,533.3%
LITE vs CDNS
+1,242.4%
+291.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +5.2% | +5.5% | +7.2% |
| 7D | -12.9% | +2.1% | -15.0% | -13.5% |
| 30D | -46.0% | -4.6% | -41.3% | -43.5% |
| 3M | -33.0% | -0.8% | -32.2% | -31.8% |
| 6M | -34.0% | -7.2% | -26.8% | -30.2% |
| YTD | +61.7% | +7.7% | +54.1% | +51.3% |
| 1Y | +148.3% | +3.5% | +144.8% | +139.1% |
| 3Y | +1,408.5% | +31.2% | +1,377.3% | +1,135.3% |
| 5Y | +546.2% | +84.5% | +461.6% | +305.4% |
| 10Y | +1,533.3% | +1,242.9% | +290.4% | +160.7% |
| All | +1,533.3% | +1,242.4% | +291.0% | +160.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CDNS.
Daily Out/Under-Performance
Portfolio return minus CDNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDNS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CDNS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling