+46.6%
EEM vs CDNS
+71.8%
-25.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | +2.0% | -7.2% | +9.2% | +3.9% |
| 30D | +5.1% | -14.3% | +19.3% | +9.1% |
| 3M | +4.6% | -27.2% | +31.8% | +13.0% |
| 6M | +17.8% | -4.5% | +22.3% | +18.7% |
| YTD | +25.8% | -9.0% | +34.8% | +27.7% |
| 1Y | +36.4% | -21.3% | +57.7% | +43.1% |
| 3Y | +90.0% | +19.6% | +70.4% | +72.6% |
| 5Y | +46.6% | +71.5% | -25.0% | +15.6% |
| All | +46.6% | +71.8% | -25.2% | +15.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling