+1,503.0%
CDNS vs USO
-74.0%
+1,577.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.9% | -4.0% |
| 7D | -14.0% | +9.5% | -23.5% | -15.5% |
| 30D | -13.2% | +23.6% | -36.7% | -16.7% |
| 3M | -28.9% | +3.8% | -32.7% | -30.1% |
| 6M | -4.2% | +55.0% | -59.2% | -14.7% |
| YTD | -6.4% | +105.3% | -111.6% | -21.6% |
| 1Y | -16.2% | +91.4% | -107.6% | -29.0% |
| 3Y | +20.2% | +84.6% | -64.4% | +0.9% |
| 5Y | +76.6% | +191.7% | -115.1% | +28.7% |
| 10Y | +1,029.7% | +73.3% | +956.4% | +752.5% |
| All | +1,503.0% | -74.0% | +1,577.0% | +1,665.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USO.
Daily Out/Under-Performance
Portfolio return minus USO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USO 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 USO 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