+4,344.1%
SMCI vs CDNS
+1,250.7%
+3,093.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.4% |
| 7D | +5.2% | -7.2% | +12.4% | +8.8% |
| 30D | +23.7% | -14.3% | +38.0% | +32.7% |
| 3M | -4.2% | -27.2% | +23.0% | +11.2% |
| 6M | +21.7% | -4.5% | +26.2% | +24.6% |
| YTD | +33.0% | -9.0% | +42.0% | +38.6% |
| 1Y | -9.3% | -21.3% | +12.0% | +1.1% |
| 3Y | +38.7% | +19.6% | +19.1% | +31.6% |
| 5Y | +967.2% | +71.5% | +895.6% | +776.8% |
| 10Y | +1,745.9% | +1,036.6% | +709.3% | +646.0% |
| All | +4,344.1% | +1,250.7% | +3,093.3% | +898.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling