+559.1%
CDNS vs EQX
+226.7%
+332.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.1% | +5.2% | +0.7% |
| 7D | -6.5% | -7.0% | +0.5% | -5.8% |
| 30D | -13.0% | +4.8% | -17.8% | -13.5% |
| 3M | -26.0% | +25.6% | -51.6% | -28.0% |
| 6M | -2.8% | -25.8% | +23.0% | -0.7% |
| YTD | -8.8% | -12.7% | +3.9% | -8.8% |
| 1Y | -15.8% | +14.1% | -29.9% | -18.5% |
| 3Y | +19.7% | +165.7% | -146.0% | +3.1% |
| 5Y | +70.8% | +81.2% | -10.5% | +46.6% |
| All | +559.1% | +226.7% | +332.5% | +590.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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