+6,524.1%
AXP vs CDNS
+6,674.8%
-150.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +8.4% |
| 3M | -6.0% | -5.5% | -0.6% | -5.3% |
| 6M | +0.3% | -9.9% | +10.2% | +1.6% |
| YTD | -12.3% | +2.3% | -14.6% | -14.5% |
| 1Y | -11.2% | -1.4% | -9.8% | -12.8% |
| 3Y | +117.0% | +28.1% | +88.9% | +96.1% |
| 5Y | +93.2% | +79.7% | +13.4% | +58.3% |
| 10Y | +461.2% | +1,183.3% | -722.1% | +183.1% |
| All | +6,524.1% | +6,674.8% | -150.7% | +1,658.8% |
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