+2.3%
CDNS vs EXPD
+39.7%
-37.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.7% | +2.5% | +4.7% |
| 7D | +2.1% | -5.5% | +7.6% | +3.1% |
| 30D | -4.6% | -1.9% | -2.7% | -4.3% |
| 3M | -0.8% | +6.1% | -6.9% | -2.0% |
| 6M | -7.2% | +21.6% | -28.8% | -11.0% |
| YTD | +7.7% | +27.9% | -20.2% | +2.1% |
| All | +2.3% | +39.7% | -37.4% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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