+22.4%
CDNS vs AXON
+44.5%
-22.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.7% | -5.8% | -3.7% |
| 7D | +1.0% | +0.8% | +0.2% | +0.7% |
| 30D | -2.0% | -22.8% | +20.8% | +2.9% |
| 3M | -0.2% | -48.8% | +48.5% | +14.5% |
| 6M | -8.9% | -16.3% | +7.4% | -8.4% |
| YTD | +3.3% | -44.5% | +47.8% | +13.0% |
| 1Y | +2.2% | -43.4% | +45.6% | +11.2% |
| 3Y | +22.4% | +44.3% | -21.9% | +2.7% |
| All | +22.4% | +44.5% | -22.1% | +2.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling