+107.5%
SOXX vs CDNS
-15.5%
+123.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.3% | +1.1% |
| 7D | +1.4% | -1.1% | +2.5% | +1.9% |
| 30D | -3.6% | -10.4% | +6.9% | +1.5% |
| 3M | -10.2% | -24.6% | +14.4% | +3.1% |
| 6M | +54.2% | -1.6% | +55.9% | +57.2% |
| YTD | +75.2% | -7.4% | +82.6% | +83.5% |
| 1Y | +107.5% | -18.4% | +125.9% | +135.5% |
| All | +107.5% | -15.5% | +123.0% | +135.5% |
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