+1,190.7%
CDNS vs ASX
+1,030.8%
+159.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.6% | -7.3% | -3.4% |
| 7D | -0.1% | +0.8% | -0.9% | -1.6% |
| 30D | -5.5% | -20.4% | +14.9% | +1.9% |
| 3M | +0.5% | -2.1% | +2.7% | -1.3% |
| 6M | -9.6% | +8.2% | -17.8% | -17.8% |
| YTD | +5.3% | +137.3% | -131.9% | -32.7% |
| 1Y | +3.4% | +155.0% | -151.6% | -36.0% |
| 3Y | +25.9% | +397.9% | -372.1% | -43.9% |
| 5Y | +85.8% | +529.2% | -443.5% | -27.0% |
| All | +1,190.7% | +1,030.8% | +159.9% | +261.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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