+77.4%
CDNS vs ASX
+429.3%
-351.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.1% |
| 7D | -14.0% | -0.7% | -13.3% | -13.8% |
| 30D | -13.2% | +2.0% | -15.1% | -14.2% |
| 3M | -28.9% | -1.3% | -27.6% | -30.7% |
| 6M | -4.2% | +71.4% | -75.6% | -29.6% |
| YTD | -6.4% | +135.3% | -141.7% | -41.6% |
| 1Y | -16.2% | +267.5% | -283.7% | -59.0% |
| 3Y | +20.2% | +388.5% | -368.3% | -51.2% |
| All | +77.4% | +429.3% | -351.9% | -34.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling