+1,242.9%
CDNS vs AVAV
+423.1%
+819.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +12.6% | -7.4% | +3.0% |
| 7D | +2.1% | +3.2% | -1.0% | +1.3% |
| 30D | -4.6% | -7.4% | +2.8% | -3.7% |
| 3M | -0.8% | -32.0% | +31.2% | +5.3% |
| 6M | -7.2% | -24.6% | +17.3% | -4.7% |
| YTD | +7.7% | -47.5% | +55.2% | +14.9% |
| 1Y | +3.5% | -61.5% | +65.0% | +16.6% |
| 3Y | +31.2% | +5.5% | +25.8% | +16.2% |
| 5Y | +84.5% | +35.7% | +48.8% | +48.0% |
| 10Y | +1,242.9% | +379.1% | +863.8% | +750.5% |
| All | +1,242.9% | +423.1% | +819.8% | +750.5% |
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