+1,005.1%
CDNS vs AMC
-98.9%
+1,104.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.4% | +0.5% | -2.9% |
| 7D | -9.2% | -0.8% | -8.5% | -9.2% |
| 30D | -16.3% | -1.2% | -15.1% | -16.2% |
| 3M | -27.9% | +42.2% | -70.2% | -28.6% |
| 6M | -4.3% | +118.8% | -123.1% | -6.0% |
| YTD | -9.1% | +64.1% | -73.2% | -10.3% |
| 1Y | -21.2% | -9.5% | -11.7% | -21.6% |
| 3Y | +19.4% | -64.3% | +83.7% | +19.4% |
| 5Y | +71.6% | -99.5% | +171.1% | +76.0% |
| 10Y | +1,005.1% | -98.9% | +1,104.0% | +1,068.9% |
| All | +1,005.1% | -98.9% | +1,104.0% | +1,068.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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