+1,044.2%
CDNS vs AEE
+191.1%
+853.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -1.1% | -0.8% | -0.4% | -0.9% |
| 30D | -10.4% | -2.9% | -7.5% | -9.7% |
| 3M | -24.6% | -2.4% | -22.2% | -24.2% |
| 6M | -1.6% | -2.7% | +1.1% | -1.5% |
| YTD | -7.4% | +7.3% | -14.7% | -10.6% |
| 1Y | -18.4% | +7.5% | -26.0% | -21.5% |
| 3Y | +19.0% | +46.2% | -27.2% | +0.1% |
| 5Y | +73.4% | +39.7% | +33.7% | +47.5% |
| All | +1,044.2% | +191.1% | +853.1% | +633.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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