+91.6%
QQQM vs CDNS
+19.3%
+72.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -1.3% | -6.5% | +5.3% | +1.1% |
| 30D | -1.4% | -13.0% | +11.6% | +3.4% |
| 3M | +2.2% | -26.0% | +28.2% | +13.3% |
| 6M | +16.9% | -2.8% | +19.7% | +16.2% |
| YTD | +15.7% | -8.8% | +24.5% | +17.0% |
| 1Y | +22.7% | -15.8% | +38.5% | +27.7% |
| All | +91.6% | +19.3% | +72.3% | +61.9% |
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