-18.4%
CDNS vs XYZ
+7.1%
-25.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-11 to 2026-09-11.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | -1.1% | -4.3% | +3.2% | +0.4% |
| 30D | -10.4% | +1.2% | -11.6% | -10.8% |
| 3M | -24.6% | +14.6% | -39.2% | -28.3% |
| 6M | -1.6% | +22.6% | -24.2% | -8.9% |
| YTD | -7.4% | +21.7% | -29.1% | -15.2% |
| 1Y | -18.4% | +6.7% | -25.1% | -21.1% |
| All | -18.4% | +7.1% | -25.5% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 2025-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded XYZ 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…
2025-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling