+646.2%
STX vs CDNS
+31.0%
+615.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +5.2% | +4.6% | +7.5% |
| 7D | -14.8% | +2.1% | -16.9% | -15.3% |
| 30D | -35.4% | -4.6% | -30.7% | -33.8% |
| 3M | -37.7% | -0.8% | -36.9% | -37.5% |
| 6M | -35.2% | -7.2% | -28.0% | -33.3% |
| YTD | +84.4% | +7.7% | +76.7% | +77.0% |
| 1Y | +82.3% | +3.5% | +78.7% | +77.9% |
| 3Y | +646.2% | +31.2% | +615.0% | +517.5% |
| All | +646.2% | +31.0% | +615.3% | +517.5% |
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 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