+1,314.2%
AAOI vs CDNS
+72.4%
+1,241.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.5% | +0.5% |
| 7D | -0.2% | -1.1% | +1.0% | +0.7% |
| 30D | -23.7% | -10.4% | -13.2% | -15.5% |
| 3M | -39.0% | -24.6% | -14.4% | -19.6% |
| 6M | -17.0% | -1.6% | -15.4% | -14.8% |
| YTD | +202.2% | -7.4% | +209.7% | +226.0% |
| 1Y | +292.4% | -18.4% | +310.8% | +387.5% |
| 3Y | +804.4% | +19.0% | +785.4% | +734.6% |
| All | +1,314.2% | +72.4% | +1,241.8% | +828.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling