+552.9%
QQQ vs CDNS
+1,042.5%
-489.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -1.3% | -6.5% | +5.3% | +1.9% |
| 30D | -1.4% | -13.0% | +11.6% | +5.0% |
| 3M | +2.3% | -26.0% | +28.3% | +17.2% |
| 6M | +16.9% | -2.8% | +19.7% | +15.7% |
| YTD | +15.6% | -8.8% | +24.5% | +16.9% |
| 1Y | +22.6% | -15.8% | +38.5% | +28.4% |
| 3Y | +93.5% | +19.7% | +73.8% | +59.6% |
| 5Y | +93.9% | +70.8% | +23.1% | +27.6% |
| All | +552.9% | +1,042.5% | -489.7% | +87.4% |
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 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