+407.0%
AXP vs CDNS
+1,098.6%
-691.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +1.9% |
| 7D | -0.1% | +1.0% | -1.1% | -0.5% |
| 30D | +4.4% | -2.0% | +6.4% | +4.7% |
| 3M | -6.4% | -0.2% | -6.2% | -7.4% |
| 6M | +4.2% | -8.9% | +13.1% | +5.4% |
| YTD | -12.4% | +3.3% | -15.7% | -16.4% |
| 1Y | -11.1% | +2.2% | -13.3% | -14.9% |
| 3Y | +114.9% | +22.4% | +92.5% | +83.3% |
| 5Y | +87.4% | +78.0% | +9.4% | +32.8% |
| All | +407.0% | +1,098.6% | -691.5% | +67.2% |
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