+123.8%
CDNS vs SOXQ
+286.7%
-162.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +0.5% |
| 7D | -1.1% | +0.8% | -1.9% | -1.7% |
| 30D | -10.4% | -4.6% | -5.9% | -8.0% |
| 3M | -24.6% | -10.2% | -14.4% | -21.6% |
| 6M | -1.6% | +49.7% | -51.3% | -28.7% |
| YTD | -7.4% | +67.2% | -74.7% | -38.2% |
| 1Y | -18.4% | +98.0% | -116.4% | -52.0% |
| 3Y | +19.0% | +237.2% | -218.2% | -53.9% |
| 5Y | +73.4% | +261.3% | -187.9% | -36.1% |
| All | +123.8% | +286.7% | -162.8% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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