+1,044.2%
CDNS vs XME
+421.4%
+622.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.5% | +2.0% |
| 7D | -1.1% | -4.2% | +3.1% | +0.6% |
| 30D | -10.4% | -2.7% | -7.7% | -9.5% |
| 3M | -24.6% | -3.9% | -20.7% | -23.7% |
| 6M | -1.6% | -1.0% | -0.7% | -1.9% |
| YTD | -7.4% | +9.8% | -17.2% | -12.1% |
| 1Y | -18.4% | +32.5% | -51.0% | -29.0% |
| 3Y | +19.0% | +124.3% | -105.4% | -17.8% |
| 5Y | +73.4% | +165.8% | -92.4% | +10.0% |
| All | +1,044.2% | +421.4% | +622.9% | +406.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 10y: compounded portfolio wealth divided by compounded XME 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…
10y analysis · Full analysis span regression · 6 months rolling