+76.4%
AMZN vs CDNS
+19.2%
+57.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.8% |
| 7D | -1.0% | -7.2% | +6.2% | +1.6% |
| 30D | -9.2% | -14.3% | +5.0% | -4.4% |
| 3M | +3.4% | -27.2% | +30.6% | +15.4% |
| 6M | +18.2% | -4.5% | +22.7% | +16.8% |
| YTD | +9.3% | -9.0% | +18.3% | +9.5% |
| 1Y | +5.9% | -21.3% | +27.3% | +13.0% |
| All | +76.4% | +19.2% | +57.2% | +37.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling