+191.6%
XOM vs CDNS
+1,042.5%
-851.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | +1.9% | -6.5% | +8.4% | +2.9% |
| 30D | +4.1% | -13.0% | +17.1% | +6.0% |
| 3M | +10.4% | -26.0% | +36.4% | +15.1% |
| 6M | +13.0% | -2.8% | +15.9% | +11.9% |
| YTD | +40.1% | -8.8% | +48.9% | +39.6% |
| 1Y | +51.1% | -15.8% | +67.0% | +52.4% |
| 3Y | +57.7% | +19.7% | +38.0% | +43.3% |
| 5Y | +264.7% | +70.8% | +194.0% | +195.5% |
| All | +191.6% | +1,042.5% | -851.0% | +41.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling