-15.8%
CDNS vs EXE
+5.1%
-20.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.1% | +0.1% |
| 7D | -6.5% | -2.2% | -4.3% | -6.7% |
| 30D | -13.0% | -0.8% | -12.2% | -13.0% |
| 3M | -26.0% | +10.0% | -36.1% | -25.5% |
| 6M | -2.8% | -6.3% | +3.5% | -2.8% |
| YTD | -8.8% | -10.7% | +1.8% | -7.8% |
| 1Y | -15.8% | +2.7% | -18.5% | -6.1% |
| All | -15.8% | +5.1% | -20.9% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 1y: compounded portfolio wealth divided by compounded EXE 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…
1y analysis · Full analysis span regression · 6 months rolling