+1,026.7%
CDNS vs AON
+209.9%
+816.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.3% |
| 7D | -6.5% | -5.9% | -0.7% | -3.9% |
| 30D | -13.0% | -13.7% | +0.7% | -7.4% |
| 3M | -26.0% | -8.3% | -17.7% | -23.9% |
| 6M | -2.8% | -3.6% | +0.8% | -2.6% |
| YTD | -8.8% | -12.4% | +3.5% | -5.0% |
| 1Y | -15.8% | -14.6% | -1.2% | -11.5% |
| 3Y | +19.7% | -5.7% | +25.4% | +15.9% |
| 5Y | +70.8% | +9.1% | +61.6% | +50.3% |
| All | +1,026.7% | +209.9% | +816.9% | +448.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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