+5,721.4%
CDNS vs EQT
+2,977.0%
+2,744.4%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.4% |
| 7D | -7.2% | -2.0% | -5.2% | -6.8% |
| 30D | -14.3% | +1.0% | -15.3% | -14.5% |
| 3M | -27.2% | +4.0% | -31.2% | -28.1% |
| 6M | -4.5% | -11.7% | +7.2% | -2.5% |
| YTD | -9.0% | +2.8% | -11.8% | -10.3% |
| 1Y | -21.3% | +10.0% | -31.3% | -24.0% |
| 3Y | +19.6% | +34.1% | -14.6% | +8.3% |
| 5Y | +71.5% | +195.3% | -123.7% | +22.2% |
| 10Y | +1,036.6% | +51.6% | +985.0% | +727.2% |
| All | +5,721.4% | +2,977.0% | +2,744.4% | +1,441.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling