+22.4%
CDNS vs XHB
+35.8%
-13.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.4% |
| 7D | +1.0% | -0.2% | +1.2% | +1.1% |
| 30D | -2.0% | +9.9% | -11.9% | -5.9% |
| 3M | -0.2% | -6.3% | +6.1% | +2.4% |
| 6M | -8.9% | +3.8% | -12.7% | -11.1% |
| YTD | +3.3% | +0.1% | +3.2% | +1.9% |
| 1Y | +2.2% | -0.8% | +3.0% | +1.1% |
| 3Y | +22.4% | +35.6% | -13.2% | +7.8% |
| All | +22.4% | +35.8% | -13.4% | +7.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling