+117.0%
AXP vs CDNS
+27.9%
+89.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.7% | -4.0% | -1.9% |
| 7D | +0.6% | -2.4% | +3.0% | +1.2% |
| 30D | +5.8% | -10.2% | +16.0% | +8.5% |
| 3M | -6.0% | -5.5% | -0.6% | -5.2% |
| 6M | +0.3% | -9.9% | +10.2% | +1.6% |
| YTD | -12.3% | +2.3% | -14.6% | -15.2% |
| 1Y | -11.2% | -1.4% | -9.8% | -13.3% |
| 3Y | +117.0% | +28.1% | +88.9% | +92.7% |
| All | +117.0% | +27.9% | +89.1% | +92.7% |
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