+17.0%
CDNS vs SPXU
-79.8%
+96.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | +0.9% |
| 7D | -7.2% | +1.3% | -8.5% | -6.5% |
| 30D | -14.3% | +5.1% | -19.4% | -11.7% |
| 3M | -27.2% | -9.1% | -18.1% | -29.8% |
| 6M | -4.5% | -29.6% | +25.1% | -17.4% |
| YTD | -9.0% | -27.7% | +18.7% | -19.2% |
| 1Y | -21.3% | -37.0% | +15.6% | -33.9% |
| All | +17.0% | -79.8% | +96.8% | -30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 3y: compounded portfolio wealth divided by compounded SPXU 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…
3y analysis · Full analysis span regression · 6 months rolling