+1,044.2%
CDNS vs AU
+699.0%
+345.2%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.0% | +1.5% |
| 7D | -1.1% | -4.3% | +3.1% | -0.7% |
| 30D | -10.4% | +7.3% | -17.8% | -11.1% |
| 3M | -24.6% | +26.3% | -50.9% | -26.5% |
| 6M | -1.6% | +1.8% | -3.4% | -2.5% |
| YTD | -7.4% | +26.8% | -34.2% | -10.3% |
| 1Y | -18.4% | +66.7% | -85.1% | -23.2% |
| 3Y | +19.0% | +579.1% | -560.1% | -3.4% |
| 5Y | +73.4% | +689.3% | -615.9% | +36.7% |
| All | +1,044.2% | +699.0% | +345.2% | +830.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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