+6,606.2%
AXP vs CDNS
+6,495.0%
+111.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.5% | +3.2% | -0.9% |
| 7D | +0.4% | -9.1% | +9.5% | +2.7% |
| 30D | +7.0% | -13.4% | +20.4% | +10.6% |
| 3M | -6.6% | -7.6% | +1.0% | -5.4% |
| 6M | +3.5% | -11.9% | +15.4% | +5.4% |
| YTD | -11.2% | -0.4% | -10.8% | -12.8% |
| 1Y | -10.2% | -4.9% | -5.2% | -10.9% |
| 3Y | +120.0% | +24.8% | +95.2% | +100.1% |
| 5Y | +95.6% | +75.0% | +20.6% | +61.4% |
| 10Y | +468.1% | +1,149.2% | -681.1% | +188.6% |
| All | +6,606.2% | +6,495.0% | +111.2% | +1,692.7% |
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 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