+25.7%
QQQM vs CDNS
-15.6%
+41.3%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.0% | +4.2% | +1.2% |
| 7D | +0.4% | -14.0% | +14.4% | +4.3% |
| 30D | +0.2% | -13.2% | +13.4% | +3.8% |
| 3M | -2.8% | -28.9% | +26.1% | +5.9% |
| 6M | +18.1% | -4.2% | +22.2% | +18.9% |
| YTD | +17.4% | -6.4% | +23.7% | +18.6% |
| 1Y | +25.7% | -16.2% | +41.9% | +30.1% |
| All | +25.7% | -15.6% | +41.3% | +30.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling