+92.9%
QQQ vs CDNS
+21.2%
+71.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.3% |
| 7D | -0.6% | -1.1% | +0.6% | -0.2% |
| 30D | -1.2% | -10.4% | +9.2% | +2.5% |
| 3M | -0.2% | -24.6% | +24.4% | +10.0% |
| 6M | +17.9% | -1.6% | +19.5% | +16.7% |
| YTD | +16.6% | -7.4% | +24.1% | +17.4% |
| 1Y | +23.0% | -18.4% | +41.4% | +29.9% |
| 3Y | +92.9% | +19.0% | +74.0% | +62.1% |
| All | +92.9% | +21.2% | +71.8% | +62.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling