+77.1%
CDNS vs AVAV
+28.1%
+49.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.7% | -0.3% | -2.7% |
| 7D | +1.0% | +4.2% | -3.3% | +0.3% |
| 30D | -2.0% | -2.6% | +0.6% | -1.8% |
| 3M | -0.2% | -38.0% | +37.7% | +6.7% |
| 6M | -8.9% | -27.0% | +18.1% | -6.2% |
| YTD | +3.3% | -51.4% | +54.8% | +10.7% |
| 1Y | +2.2% | -60.2% | +62.5% | +13.1% |
| 3Y | +22.4% | -6.7% | +29.0% | +10.9% |
| All | +77.1% | +28.1% | +49.1% | +33.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling