-2.9%
CDNS vs AMRZ
-20.3%
+17.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.4% |
| 7D | -6.5% | -8.1% | +1.6% | -4.5% |
| 30D | -13.0% | -14.8% | +1.8% | -9.5% |
| 3M | -26.0% | -19.7% | -6.3% | -22.3% |
| 6M | -2.8% | -30.8% | +28.0% | +6.0% |
| YTD | -8.8% | -24.3% | +15.5% | -2.8% |
| 1Y | -15.8% | -24.0% | +8.2% | -11.1% |
| All | -2.9% | -20.3% | +17.3% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AMRZ 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling