+1,036.7%
CDNS vs ASX
+3,515.0%
-2,478.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.1% |
| 7D | -14.0% | -0.7% | -13.3% | -13.9% |
| 30D | -13.2% | +2.0% | -15.1% | -13.8% |
| 3M | -28.9% | -1.3% | -27.6% | -29.9% |
| 6M | -4.2% | +71.4% | -75.6% | -20.8% |
| YTD | -6.4% | +135.3% | -141.7% | -30.1% |
| 1Y | -16.2% | +267.5% | -283.7% | -45.8% |
| 3Y | +20.2% | +388.5% | -368.3% | -29.4% |
| 5Y | +76.6% | +417.1% | -340.5% | +0.4% |
| 10Y | +1,029.7% | +872.7% | +156.9% | +412.0% |
| All | +1,036.7% | +3,515.0% | -2,478.3% | +173.2% |
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 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