+32.9%
XLV vs CDNS
-0.2%
+33.1%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.8% | +1.3% | +3.1% |
| 7D | +5.5% | -3.8% | +9.3% | +5.5% |
| 30D | +13.3% | -6.8% | +20.1% | +13.4% |
| 3M | +17.4% | -3.3% | +20.7% | +17.4% |
| 6M | +32.1% | -5.7% | +37.8% | +31.6% |
| YTD | +24.0% | +5.4% | +18.6% | +21.2% |
| 1Y | +32.9% | -1.1% | +34.0% | +29.1% |
| All | +32.9% | -0.2% | +33.1% | +29.1% |
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