+17.1%
CDNS vs EQT
+34.2%
-17.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | 0.0% |
| 7D | -6.5% | -1.2% | -5.4% | -6.3% |
| 30D | -13.0% | +1.1% | -14.1% | -13.2% |
| 3M | -26.0% | +4.8% | -30.8% | -26.8% |
| 6M | -2.8% | -10.6% | +7.7% | -1.0% |
| YTD | -8.8% | +3.4% | -12.3% | -10.2% |
| 1Y | -15.8% | +8.7% | -24.5% | -18.3% |
| All | +17.1% | +34.2% | -17.0% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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