+1,144.9%
STX vs CDNS
+72.8%
+1,072.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.9% | +9.4% | +7.8% |
| 7D | +10.7% | -9.2% | +20.0% | +15.4% |
| 30D | +11.3% | -16.3% | +27.5% | +20.1% |
| 3M | +3.2% | -27.9% | +31.2% | +18.9% |
| 6M | +157.0% | -4.3% | +161.3% | +158.8% |
| YTD | +229.2% | -9.1% | +238.3% | +237.1% |
| 1Y | +381.8% | -21.2% | +403.1% | +425.8% |
| 3Y | +1,383.2% | +19.4% | +1,363.8% | +1,155.4% |
| 5Y | +1,144.9% | +71.6% | +1,073.3% | +735.8% |
| All | +1,144.9% | +72.8% | +1,072.1% | +735.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling