+1,206.9%
CDNS vs ASX
+3,211.4%
-2,004.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +8.6% | -3.4% | +2.6% |
| 7D | +2.1% | -12.3% | +14.4% | +5.6% |
| 30D | -4.6% | -26.0% | +21.4% | +3.4% |
| 3M | -0.8% | -8.1% | +7.3% | +0.1% |
| 6M | -7.2% | +1.4% | -8.6% | -11.1% |
| YTD | +7.7% | +115.6% | -107.9% | -18.6% |
| 1Y | +3.5% | +128.0% | -124.5% | -23.1% |
| 3Y | +31.2% | +371.4% | -340.2% | -23.1% |
| 5Y | +84.5% | +469.4% | -384.9% | +1.1% |
| 10Y | +1,242.9% | +842.6% | +400.3% | +507.0% |
| All | +1,206.9% | +3,211.4% | -2,004.5% | +217.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling