+19.4%
CDNS vs ASX
+443.1%
-423.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +6.1% | -9.0% | -5.3% |
| 7D | -9.2% | +6.3% | -15.5% | -11.6% |
| 30D | -16.3% | +6.4% | -22.7% | -18.6% |
| 3M | -27.9% | +13.1% | -41.1% | -33.7% |
| 6M | -4.3% | +90.3% | -94.6% | -31.9% |
| YTD | -9.1% | +149.6% | -158.7% | -43.6% |
| 1Y | -21.2% | +249.2% | -270.4% | -59.2% |
| 3Y | +19.4% | +445.9% | -426.5% | -53.1% |
| All | +19.4% | +443.1% | -423.7% | -53.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling