+77.1%
CDNS vs XPO
+306.2%
-229.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.2% | -5.3% | -3.8% |
| 7D | +1.0% | +9.0% | -8.0% | -1.7% |
| 30D | -2.0% | +4.2% | -6.1% | -3.3% |
| 3M | -0.2% | -8.7% | +8.4% | +2.3% |
| 6M | -8.9% | -2.8% | -6.1% | -8.8% |
| YTD | +3.3% | +41.9% | -38.5% | -10.3% |
| 1Y | +2.2% | +42.3% | -40.1% | -11.7% |
| 3Y | +22.4% | +127.3% | -104.9% | -14.2% |
| All | +77.1% | +306.2% | -229.0% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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