+1,647.5%
CDNS vs QLD
+9,036.4%
-7,389.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.3% | -4.2% |
| 7D | -14.0% | +0.6% | -14.6% | -14.2% |
| 30D | -13.2% | -0.1% | -13.0% | -13.1% |
| 3M | -28.9% | -8.4% | -20.5% | -26.2% |
| 6M | -4.2% | +32.2% | -36.4% | -19.4% |
| YTD | -6.4% | +28.9% | -35.3% | -20.0% |
| 1Y | -16.2% | +43.8% | -60.0% | -33.0% |
| 3Y | +20.2% | +176.6% | -156.4% | -35.3% |
| 5Y | +76.6% | +121.6% | -44.9% | 0.0% |
| 10Y | +1,029.7% | +1,652.9% | -623.2% | +77.6% |
| All | +1,647.5% | +9,036.4% | -7,389.0% | -31.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling