+73.1%
CDNS vs SOXQ
+251.9%
-178.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.8% | +1.8% |
| 7D | -6.5% | +2.3% | -8.9% | -8.1% |
| 30D | -13.0% | -3.9% | -9.1% | -11.1% |
| 3M | -26.0% | -4.7% | -21.3% | -26.3% |
| 6M | -2.8% | +47.9% | -50.7% | -29.2% |
| YTD | -8.8% | +64.3% | -73.2% | -38.6% |
| 1Y | -15.8% | +95.7% | -111.5% | -50.3% |
| 3Y | +19.7% | +231.5% | -211.8% | -53.4% |
| All | +73.1% | +251.9% | -178.8% | -36.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling