+2,038.1%
CDNS vs AMC
-98.1%
+2,136.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +4.3% | -8.3% | -4.1% |
| 7D | -14.0% | +2.3% | -16.3% | -14.1% |
| 30D | -13.2% | -0.7% | -12.4% | -13.2% |
| 3M | -28.9% | +35.2% | -64.1% | -29.6% |
| 6M | -4.2% | +124.6% | -128.7% | -6.2% |
| YTD | -6.4% | +69.9% | -76.2% | -7.9% |
| 1Y | -16.2% | -2.6% | -13.6% | -16.7% |
| 3Y | +20.2% | -79.8% | +99.9% | +21.1% |
| 5Y | +76.6% | -99.4% | +176.0% | +82.7% |
| 10Y | +1,029.7% | -98.9% | +1,128.6% | +1,139.9% |
| All | +2,038.1% | -98.1% | +2,136.1% | +2,137.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling