+44.6%
SMCI vs CDNS
+21.2%
+23.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.6% | +5.7% | +5.9% |
| 7D | +1.3% | -1.1% | +2.4% | +2.2% |
| 30D | +6.6% | -10.4% | +17.1% | +16.6% |
| 3M | +25.4% | -24.6% | +50.0% | +58.5% |
| 6M | +26.1% | -1.6% | +27.8% | +26.0% |
| YTD | +37.0% | -7.4% | +44.4% | +42.3% |
| 1Y | -8.8% | -18.4% | +9.7% | +6.9% |
| 3Y | +44.6% | +19.0% | +25.6% | +1.3% |
| All | +44.6% | +21.2% | +23.4% | +1.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling