+77.4%
CDNS vs IBB
+22.5%
+54.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.4% |
| 7D | -14.0% | +1.4% | -15.4% | -14.9% |
| 30D | -13.2% | +10.5% | -23.7% | -19.6% |
| 3M | -28.9% | +23.6% | -52.5% | -39.6% |
| 6M | -4.2% | +22.6% | -26.8% | -18.5% |
| YTD | -6.4% | +25.7% | -32.0% | -22.0% |
| 1Y | -16.2% | +51.4% | -67.6% | -39.9% |
| 3Y | +20.2% | +64.4% | -44.2% | -20.9% |
| All | +77.4% | +22.5% | +54.9% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 5y: compounded portfolio wealth divided by compounded IBB 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…
5y analysis · Full analysis span regression · 6 months rolling