+428.4%
AXP vs CDNS
+1,218.1%
-789.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.2% |
| 7D | -0.6% | +2.4% | -3.1% | -1.6% |
| 30D | +5.0% | -6.0% | +11.0% | +6.8% |
| 3M | -4.2% | -0.1% | -4.2% | -5.2% |
| 6M | +2.9% | -8.6% | +11.5% | +4.1% |
| YTD | -11.6% | +6.1% | -17.7% | -16.4% |
| 1Y | -11.1% | +0.8% | -11.9% | -14.4% |
| 3Y | +116.7% | +26.8% | +89.9% | +82.6% |
| 5Y | +89.6% | +86.9% | +2.8% | +31.9% |
| 10Y | +428.4% | +1,235.1% | -806.7% | +71.9% |
| All | +428.4% | +1,218.1% | -789.7% | +71.9% |
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