+20.4%
XBI vs CDNS
+69.8%
-49.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.6% |
| 7D | -4.6% | -6.5% | +1.9% | -2.4% |
| 30D | -0.8% | -13.0% | +12.2% | +3.8% |
| 3M | +21.8% | -26.0% | +47.8% | +34.4% |
| 6M | +23.2% | -2.8% | +26.0% | +21.5% |
| YTD | +28.7% | -8.8% | +37.6% | +28.9% |
| 1Y | +67.8% | -15.8% | +83.6% | +72.4% |
| 3Y | +100.6% | +19.7% | +80.9% | +63.8% |
| All | +20.4% | +69.8% | -49.4% | -25.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling