-1.1%
CDNS vs QLD
+13.1%
-14.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.9% | -0.1% | +0.7% |
| 7D | -3.8% | -9.4% | +5.6% | +1.6% |
| 30D | -6.8% | -17.1% | +10.3% | +3.2% |
| 3M | -3.3% | -10.4% | +7.2% | +2.6% |
| 6M | -5.7% | +0.7% | -6.5% | -7.8% |
| YTD | +5.4% | +17.7% | -12.3% | -6.1% |
| 1Y | -1.1% | +14.7% | -15.8% | -11.0% |
| All | -1.1% | +13.1% | -14.3% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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