-15.8%
CDNS vs XHB
-16.2%
+0.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.5% | +0.9% |
| 7D | -6.5% | -5.2% | -1.3% | -4.9% |
| 30D | -13.0% | -12.1% | -0.9% | -9.2% |
| 3M | -26.0% | -6.2% | -19.8% | -24.8% |
| 6M | -2.8% | -6.7% | +3.9% | -2.1% |
| YTD | -8.8% | -5.5% | -3.4% | -7.5% |
| 1Y | -15.8% | -15.6% | -0.2% | -5.9% |
| All | -15.8% | -16.2% | +0.3% | -5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 1y: compounded portfolio wealth divided by compounded XHB 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…
1y analysis · Full analysis span regression · 6 months rolling