+227.7%
GDX vs CDNS
+72.8%
+154.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.9% | +2.1% | -0.2% |
| 7D | +4.0% | -9.2% | +13.2% | +6.1% |
| 30D | +9.5% | -16.3% | +25.7% | +13.6% |
| 3M | +25.1% | -27.9% | +53.0% | +33.9% |
| 6M | -2.9% | -4.3% | +1.4% | -2.1% |
| YTD | +14.7% | -9.1% | +23.8% | +16.5% |
| 1Y | +47.4% | -21.2% | +68.6% | +53.4% |
| 3Y | +259.7% | +19.4% | +240.3% | +231.9% |
| 5Y | +227.7% | +71.6% | +156.1% | +165.3% |
| All | +227.7% | +72.8% | +154.9% | +165.3% |
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