+440.3%
AXP vs CDNS
+1,242.4%
-802.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.2% | -4.2% | -0.8% |
| 7D | -1.1% | +2.1% | -3.2% | -1.9% |
| 30D | +5.2% | -4.6% | +9.9% | +6.6% |
| 3M | -4.6% | -0.8% | -3.8% | -5.3% |
| 6M | +3.2% | -7.2% | +10.4% | +3.9% |
| YTD | -11.3% | +7.7% | -19.0% | -16.6% |
| 1Y | -11.0% | +3.5% | -14.5% | -15.1% |
| 3Y | +120.2% | +31.2% | +88.9% | +83.1% |
| 5Y | +91.7% | +84.5% | +7.2% | +34.2% |
| 10Y | +440.3% | +1,242.9% | -802.6% | +76.4% |
| All | +440.3% | +1,242.4% | -802.0% | +76.4% |
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