+9.7%
AMZN vs CDNS
-15.6%
+25.3%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.0% | +3.8% | +0.6% |
| 7D | -3.0% | -14.0% | +11.0% | -0.1% |
| 30D | -5.2% | -13.2% | +8.0% | -2.6% |
| 3M | +1.9% | -28.9% | +30.8% | +8.7% |
| 6M | +19.2% | -4.2% | +23.4% | +18.0% |
| YTD | +12.0% | -6.4% | +18.4% | +12.3% |
| 1Y | +9.7% | -16.2% | +25.9% | +14.3% |
| All | +9.7% | -15.6% | +25.3% | +14.3% |
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