+12.7%
CDNS vs AMIX
-99.9%
+112.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +8.8% | -10.3% | -1.5% |
| 7D | +2.4% | +11.4% | -9.0% | +2.4% |
| 30D | -6.0% | -40.5% | +34.5% | -5.8% |
| 3M | -0.1% | -80.1% | +80.0% | +0.6% |
| 6M | -8.6% | -74.8% | +66.3% | -8.7% |
| YTD | +6.1% | -84.0% | +90.1% | +5.9% |
| 1Y | +0.8% | -89.7% | +90.5% | +0.6% |
| All | +12.7% | -99.9% | +112.6% | +16.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling