+3,621.5%
STX vs CDNS
+1,013.9%
+2,607.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.1% |
| 7D | +9.6% | -7.2% | +16.8% | +13.0% |
| 30D | +10.6% | -14.3% | +24.9% | +18.1% |
| 3M | +4.8% | -27.2% | +32.0% | +20.0% |
| 6M | +137.3% | -4.5% | +141.8% | +139.0% |
| YTD | +222.5% | -9.0% | +231.4% | +229.6% |
| 1Y | +366.2% | -21.3% | +387.6% | +408.0% |
| 3Y | +1,352.9% | +19.6% | +1,333.3% | +1,147.8% |
| 5Y | +1,077.4% | +71.5% | +1,005.9% | +729.5% |
| 10Y | +3,621.5% | +1,036.6% | +2,584.9% | +924.5% |
| All | +3,621.5% | +1,013.9% | +2,607.6% | +924.5% |
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