+46.0%
XOM vs CDNS
-15.6%
+61.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.0% | +2.3% | -2.1% |
| 7D | +1.8% | -14.0% | +15.8% | +0.3% |
| 30D | +5.9% | -13.2% | +19.0% | +4.5% |
| 3M | +5.6% | -28.9% | +34.5% | +2.9% |
| 6M | +7.9% | -4.2% | +12.0% | +8.1% |
| YTD | +35.2% | -6.4% | +41.5% | +34.7% |
| 1Y | +46.0% | -16.2% | +62.2% | +45.2% |
| All | +46.0% | -15.6% | +61.6% | +45.2% |
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