+565.7%
AMZN vs CDNS
+1,060.3%
-494.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.4% | +1.2% |
| 7D | -0.7% | -1.1% | +0.5% | -0.1% |
| 30D | -3.9% | -10.4% | +6.5% | +0.9% |
| 3M | +6.3% | -24.6% | +30.9% | +21.2% |
| 6M | +20.8% | -1.6% | +22.4% | +17.7% |
| YTD | +11.2% | -7.4% | +18.7% | +10.5% |
| 1Y | +11.7% | -18.4% | +30.1% | +18.3% |
| 3Y | +79.4% | +19.0% | +60.5% | +46.3% |
| 5Y | +48.0% | +73.4% | -25.4% | -4.8% |
| All | +565.7% | +1,060.3% | -494.6% | +73.1% |
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 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