+14.3%
CDNS vs AMIX
-99.9%
+114.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +11.8% | -6.7% | +5.1% |
| 7D | +2.1% | +1.2% | +0.9% | +2.1% |
| 30D | -4.6% | -45.3% | +40.7% | -4.4% |
| 3M | -0.8% | -83.1% | +82.3% | -0.1% |
| 6M | -7.2% | -76.9% | +69.7% | -7.3% |
| YTD | +7.7% | -85.3% | +92.9% | +7.5% |
| 1Y | +3.5% | -89.8% | +93.3% | +3.4% |
| All | +14.3% | -99.9% | +114.3% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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