+1,235.1%
CDNS vs AVAV
+358.8%
+876.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.7% | +1.3% | -1.0% |
| 7D | +2.4% | 0.0% | +2.5% | +2.2% |
| 30D | -6.0% | -9.9% | +3.9% | -4.6% |
| 3M | -0.1% | -34.7% | +34.6% | +6.8% |
| 6M | -8.6% | -26.6% | +18.1% | -5.7% |
| YTD | +6.1% | -48.9% | +55.0% | +13.8% |
| 1Y | +0.8% | -63.0% | +63.8% | +14.4% |
| 3Y | +26.8% | +1.6% | +25.2% | +13.0% |
| 5Y | +86.9% | +34.5% | +52.4% | +50.0% |
| 10Y | +1,235.1% | +359.3% | +875.8% | +748.4% |
| All | +1,235.1% | +358.8% | +876.3% | +748.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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