+48.3%
XLE vs CDNS
-15.6%
+63.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.0% | +3.1% | -1.1% |
| 7D | +2.2% | -14.0% | +16.2% | +1.3% |
| 30D | +11.8% | -13.2% | +24.9% | +11.0% |
| 3M | +9.8% | -28.9% | +38.7% | +8.5% |
| 6M | +15.6% | -4.2% | +19.7% | +15.7% |
| YTD | +45.3% | -6.4% | +51.6% | +44.8% |
| 1Y | +48.3% | -16.2% | +64.5% | +48.0% |
| All | +48.3% | -15.6% | +63.9% | +48.0% |
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