+1,972.8%
STX vs CDNS
+1,098.6%
+874.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.1% | 0.0% | -1.7% |
| 7D | +14.6% | +1.0% | +13.6% | +14.2% |
| 30D | -26.0% | -2.0% | -24.0% | -24.9% |
| 3M | -42.6% | -0.2% | -42.4% | -42.5% |
| 6M | -35.3% | -8.9% | -26.4% | -32.9% |
| YTD | +92.5% | +3.3% | +89.1% | +86.5% |
| 1Y | +102.4% | +2.2% | +100.2% | +97.0% |
| 3Y | +673.8% | +22.4% | +651.4% | +564.0% |
| 5Y | +463.1% | +78.0% | +385.0% | +293.5% |
| All | +1,972.8% | +1,098.6% | +874.3% | +488.4% |
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