+83.7%
CDNS vs XOP
+93.1%
-9.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | +0.8% |
| 7D | +7.0% | +5.2% | +1.9% | +5.7% |
| 30D | -0.3% | -8.4% | +8.1% | +1.6% |
| 3M | +3.2% | +2.9% | +0.2% | +1.7% |
| 6M | -6.9% | +8.8% | -15.7% | -10.0% |
| YTD | +6.6% | +46.9% | -40.3% | -6.6% |
| 1Y | +5.6% | +41.5% | -35.9% | -6.5% |
| 3Y | +27.4% | +43.1% | -15.7% | +10.2% |
| 5Y | +83.7% | +92.2% | -8.5% | +43.3% |
| All | +83.7% | +93.1% | -9.4% | +43.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling