+1,044.2%
CDNS vs XOP
+58.6%
+985.6%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.4% | +1.5% |
| 7D | -1.1% | +2.6% | -3.8% | -1.7% |
| 30D | -10.4% | +9.6% | -20.0% | -12.2% |
| 3M | -24.6% | +20.4% | -45.0% | -27.8% |
| 6M | -1.6% | +19.9% | -21.5% | -6.2% |
| YTD | -7.4% | +56.4% | -63.8% | -17.0% |
| 1Y | -18.4% | +52.4% | -70.9% | -26.5% |
| 3Y | +19.0% | +39.9% | -20.9% | +7.9% |
| 5Y | +73.4% | +163.7% | -90.3% | +36.1% |
| All | +1,044.2% | +58.6% | +985.6% | +773.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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