+4,921.3%
SOXL vs CDNS
+1,060.3%
+3,861.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.6% | +3.7% | +2.1% |
| 7D | +3.9% | -1.1% | +5.0% | +5.8% |
| 30D | -14.3% | -10.4% | -3.9% | +4.9% |
| 3M | -45.6% | -24.6% | -21.0% | -4.4% |
| 6M | +117.2% | -1.6% | +118.8% | +123.1% |
| YTD | +189.8% | -7.4% | +197.3% | +220.3% |
| 1Y | +317.7% | -18.4% | +336.2% | +527.2% |
| 3Y | +478.6% | +19.0% | +459.7% | +387.0% |
| 5Y | +169.5% | +73.4% | +96.1% | +49.5% |
| All | +4,921.3% | +1,060.3% | +3,861.0% | +131.4% |
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