+1,005.1%
CDNS vs ASX
+918.4%
+86.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +6.1% | -9.0% | -5.4% |
| 7D | -9.2% | +6.3% | -15.5% | -11.6% |
| 30D | -16.3% | +6.4% | -22.7% | -18.7% |
| 3M | -27.9% | +13.1% | -41.1% | -33.6% |
| 6M | -4.3% | +90.3% | -94.6% | -30.5% |
| YTD | -9.1% | +149.6% | -158.7% | -41.7% |
| 1Y | -21.2% | +249.2% | -270.4% | -56.8% |
| 3Y | +19.4% | +445.9% | -426.5% | -47.5% |
| 5Y | +71.6% | +477.7% | -406.1% | -28.9% |
| 10Y | +1,005.1% | +913.4% | +91.7% | +237.2% |
| All | +1,005.1% | +918.4% | +86.7% | +237.2% |
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