+9,509.3%
STX vs CDNS
+2,742.3%
+6,767.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +5.2% | +4.6% | +7.6% |
| 7D | -14.8% | +2.1% | -16.9% | -15.2% |
| 30D | -35.4% | -4.6% | -30.7% | -33.7% |
| 3M | -37.7% | -0.8% | -36.9% | -37.5% |
| 6M | -35.2% | -7.2% | -28.0% | -33.5% |
| YTD | +84.4% | +7.7% | +76.7% | +75.9% |
| 1Y | +82.3% | +3.5% | +78.7% | +76.8% |
| 3Y | +646.2% | +31.2% | +615.0% | +531.7% |
| 5Y | +487.4% | +84.5% | +402.9% | +320.5% |
| 10Y | +2,071.0% | +1,242.9% | +828.1% | +536.1% |
| All | +9,509.3% | +2,742.3% | +6,767.0% | +1,605.6% |
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