+149.7%
XBI vs CDNS
+1,060.3%
-910.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -1.9% | -1.0% |
| 7D | -4.6% | -1.1% | -3.5% | -4.2% |
| 30D | -2.0% | -10.4% | +8.4% | +2.2% |
| 3M | +17.8% | -24.6% | +42.4% | +31.3% |
| 6M | +23.7% | -1.6% | +25.3% | +21.3% |
| YTD | +28.2% | -7.4% | +35.7% | +27.7% |
| 1Y | +64.0% | -18.4% | +82.4% | +71.9% |
| 3Y | +99.4% | +19.0% | +80.4% | +63.5% |
| 5Y | +19.3% | +73.4% | -54.1% | -22.8% |
| All | +149.7% | +1,060.3% | -910.6% | -31.2% |
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