+1,026.6%
CDNS vs AXON
+1,854.8%
-828.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.2% | +0.2% | -2.9% |
| 7D | -14.0% | -14.2% | +0.1% | -10.6% |
| 30D | -13.2% | -15.4% | +2.2% | -10.1% |
| 3M | -28.9% | +0.5% | -29.4% | -30.2% |
| 6M | -4.2% | -9.5% | +5.3% | -4.3% |
| YTD | -6.4% | -9.2% | +2.8% | -7.3% |
| 1Y | -16.2% | -29.4% | +13.2% | -11.9% |
| 3Y | +20.2% | +139.4% | -119.2% | -12.6% |
| 5Y | +76.6% | +178.9% | -102.3% | +17.5% |
| All | +1,026.6% | +1,854.8% | -828.1% | +430.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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