+1,036.6%
CDNS vs EIX
+19.9%
+1,016.6%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | +0.8% |
| 7D | -7.2% | +4.1% | -11.3% | -8.0% |
| 30D | -14.3% | -15.3% | +1.1% | -12.3% |
| 3M | -27.2% | -18.4% | -8.8% | -25.1% |
| 6M | -4.5% | -16.8% | +12.3% | -2.7% |
| YTD | -9.0% | -0.6% | -8.4% | -11.5% |
| 1Y | -21.3% | +10.7% | -32.0% | -25.8% |
| 3Y | +19.6% | -4.5% | +24.1% | +14.0% |
| 5Y | +71.5% | +24.0% | +47.5% | +50.2% |
| 10Y | +1,036.6% | +22.9% | +1,013.7% | +808.0% |
| All | +1,036.6% | +19.9% | +1,016.6% | +808.0% |
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