+1,657.8%
CDNS vs AVAV
+351.0%
+1,306.8%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +10.5% | -7.7% | +0.7% |
| 7D | -2.4% | -10.6% | +8.2% | -0.5% |
| 30D | -10.2% | -18.8% | +8.6% | -6.7% |
| 3M | -5.5% | -34.1% | +28.6% | +1.8% |
| 6M | -9.9% | -35.3% | +25.5% | -4.2% |
| YTD | +2.3% | -53.4% | +55.7% | +12.8% |
| 1Y | -1.4% | -65.6% | +64.2% | +15.3% |
| 3Y | +28.1% | -5.1% | +33.2% | +14.5% |
| 5Y | +79.7% | +18.5% | +61.2% | +45.2% |
| 10Y | +1,183.3% | +369.8% | +813.4% | +585.6% |
| All | +1,657.8% | +351.0% | +1,306.8% | +689.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling