+43.4%
XLK vs CDNS
-15.6%
+59.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.0% | +4.7% | +2.1% |
| 7D | +0.9% | -14.0% | +14.9% | +6.3% |
| 30D | +0.7% | -13.2% | +13.9% | +5.8% |
| 3M | -2.9% | -28.9% | +26.0% | +9.5% |
| 6M | +34.3% | -4.2% | +38.4% | +36.3% |
| YTD | +30.4% | -6.4% | +36.8% | +32.9% |
| 1Y | +43.4% | -16.2% | +59.6% | +50.2% |
| All | +43.4% | -15.6% | +59.0% | +50.2% |
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 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