+6,610.0%
AXP vs CDNS
+6,098.4%
+511.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.0% | +2.9% | -0.1% |
| 7D | -2.1% | -14.0% | +11.9% | +1.5% |
| 30D | -6.5% | -13.2% | +6.6% | -3.4% |
| 3M | +4.6% | -28.9% | +33.5% | +13.2% |
| 6M | +5.4% | -4.2% | +9.6% | +5.4% |
| YTD | -11.1% | -6.4% | -4.8% | -11.0% |
| 1Y | -0.3% | -16.2% | +15.9% | +2.2% |
| 3Y | +111.6% | +20.2% | +91.4% | +94.9% |
| 5Y | +117.6% | +76.6% | +40.9% | +79.7% |
| 10Y | +474.1% | +1,029.7% | -555.6% | +199.9% |
| All | +6,610.0% | +6,098.4% | +511.7% | +1,729.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling