+1,242.9%
CDNS vs QLD
+1,470.2%
-227.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +6.8% | -1.6% | +1.4% |
| 7D | +2.1% | -1.4% | +3.6% | +2.6% |
| 30D | -4.6% | -19.6% | +15.0% | +7.3% |
| 3M | -0.8% | -14.1% | +13.3% | +7.5% |
| 6M | -7.2% | -13.6% | +6.4% | -1.0% |
| YTD | +7.7% | +12.5% | -4.9% | -1.3% |
| 1Y | +3.5% | +13.1% | -9.6% | -5.7% |
| 3Y | +31.2% | +154.7% | -123.5% | -25.8% |
| 5Y | +84.5% | +81.1% | +3.4% | +17.6% |
| 10Y | +1,242.9% | +1,418.0% | -175.1% | +169.9% |
| All | +1,242.9% | +1,470.2% | -227.3% | +169.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling