+424.9%
AXP vs CDNS
+1,225.5%
-800.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.1% |
| 7D | -2.9% | -0.1% | -2.8% | -2.9% |
| 30D | +3.7% | -5.5% | +9.2% | +5.4% |
| 3M | -4.9% | +0.5% | -5.4% | -6.1% |
| 6M | +4.1% | -9.6% | +13.7% | +5.7% |
| YTD | -11.7% | +5.3% | -17.0% | -16.3% |
| 1Y | -11.7% | +3.4% | -15.1% | -15.8% |
| 3Y | +116.5% | +25.9% | +90.6% | +82.8% |
| 5Y | +89.5% | +85.8% | +3.7% | +32.1% |
| 10Y | +424.9% | +1,199.9% | -775.0% | +71.3% |
| All | +424.9% | +1,225.5% | -800.6% | +71.3% |
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 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