+738.6%
IVV vs CDNS
+2,006.5%
-1,267.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.7% | -2.4% | -0.4% |
| 7D | -2.7% | -2.4% | -0.3% | -2.0% |
| 30D | -5.4% | -10.2% | +4.8% | -2.6% |
| 3M | -4.1% | -5.5% | +1.4% | -3.1% |
| 6M | +0.7% | -9.9% | +10.6% | +2.4% |
| YTD | +8.7% | +2.3% | +6.4% | +5.6% |
| 1Y | +11.0% | -1.4% | +12.4% | +8.8% |
| 3Y | +75.4% | +28.1% | +47.3% | +55.2% |
| 5Y | +68.3% | +79.7% | -11.4% | +32.8% |
| 10Y | +315.5% | +1,183.3% | -867.7% | +88.6% |
| All | +738.6% | +2,006.5% | -1,267.8% | +153.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling