+156.7%
LITE vs CDNS
+0.8%
+155.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -0.7% | +11.4% | +11.1% |
| 7D | +3.4% | -0.1% | +3.5% | +4.2% |
| 30D | -34.9% | -5.5% | -29.4% | -32.3% |
| 3M | -21.0% | +0.5% | -21.6% | -20.1% |
| 6M | -38.5% | -9.6% | -28.9% | -33.7% |
| YTD | +75.8% | +5.3% | +70.5% | +83.7% |
| 1Y | +156.7% | +3.4% | +153.3% | +183.2% |
| All | +156.7% | +0.8% | +155.9% | +183.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling