+1,199.9%
CDNS vs AVAV
+360.4%
+839.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.8% |
| 7D | -0.1% | +9.9% | -9.9% | -1.8% |
| 30D | -5.5% | -5.4% | -0.1% | -4.9% |
| 3M | +0.5% | -36.5% | +37.1% | +8.0% |
| 6M | -9.6% | -25.3% | +15.7% | -7.0% |
| YTD | +5.3% | -48.6% | +53.9% | +12.8% |
| 1Y | +3.4% | -62.1% | +65.5% | +16.8% |
| 3Y | +25.9% | +2.3% | +23.6% | +12.1% |
| 5Y | +85.8% | +35.4% | +50.4% | +49.0% |
| 10Y | +1,199.9% | +345.1% | +854.8% | +732.3% |
| All | +1,199.9% | +360.4% | +839.5% | +732.3% |
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