+128.5%
EEM vs CDNS
+1,060.3%
-931.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | +0.8% |
| 7D | -1.3% | -1.1% | -0.1% | -0.9% |
| 30D | +2.1% | -10.4% | +12.5% | +5.5% |
| 3M | +1.0% | -24.6% | +25.6% | +10.1% |
| 6M | +15.9% | -1.6% | +17.5% | +15.5% |
| YTD | +24.6% | -7.4% | +32.1% | +25.8% |
| 1Y | +32.3% | -18.4% | +50.7% | +38.7% |
| 3Y | +85.9% | +19.0% | +67.0% | +63.9% |
| 5Y | +45.4% | +73.4% | -28.0% | +6.9% |
| All | +128.5% | +1,060.3% | -931.7% | -19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CDNS.
Daily Out/Under-Performance
Portfolio return minus CDNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDNS 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 CDNS 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