+99.4%
XBI vs CDNS
+21.2%
+78.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -1.9% | -0.7% |
| 7D | -4.6% | -1.1% | -3.5% | -4.4% |
| 30D | -2.0% | -10.4% | +8.4% | +0.2% |
| 3M | +17.8% | -24.6% | +42.4% | +24.9% |
| 6M | +23.7% | -1.6% | +25.3% | +22.2% |
| YTD | +28.2% | -7.4% | +35.7% | +27.8% |
| 1Y | +64.0% | -18.4% | +82.4% | +68.5% |
| 3Y | +99.4% | +19.0% | +80.4% | +78.2% |
| All | +99.4% | +21.2% | +78.2% | +78.2% |
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 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