-4.5%
CDNS vs EQT
-11.8%
+7.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | 0.0% |
| 7D | -7.2% | -2.0% | -5.2% | -7.6% |
| 30D | -14.3% | +1.0% | -15.3% | -14.0% |
| 3M | -27.2% | +4.0% | -31.2% | -26.2% |
| 6M | -4.5% | -11.7% | +7.2% | -6.0% |
| All | -4.5% | -11.8% | +7.3% | -6.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling