+1,199.9%
CDNS vs EIX
+34.4%
+1,165.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.6% |
| 7D | -0.1% | -2.5% | +2.5% | +0.4% |
| 30D | -5.5% | +7.7% | -13.2% | -6.8% |
| 3M | +0.5% | -12.9% | +13.4% | +2.3% |
| 6M | -9.6% | -12.7% | +3.1% | -8.5% |
| YTD | +5.3% | +5.5% | -0.1% | +1.2% |
| 1Y | +3.4% | +9.4% | -6.0% | -1.7% |
| 3Y | +25.9% | +9.7% | +16.2% | +16.0% |
| 5Y | +85.8% | +16.9% | +68.9% | +66.2% |
| 10Y | +1,199.9% | +34.3% | +1,165.6% | +920.8% |
| All | +1,199.9% | +34.4% | +1,165.5% | +920.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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