+1,044.2%
CDNS vs AZO
+296.8%
+747.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.7% | +1.6% |
| 7D | -1.1% | -3.6% | +2.4% | 0.0% |
| 30D | -10.4% | -5.6% | -4.9% | -8.8% |
| 3M | -24.6% | -6.6% | -17.9% | -23.2% |
| 6M | -1.6% | -22.5% | +20.9% | +6.2% |
| YTD | -7.4% | -15.2% | +7.8% | -3.4% |
| 1Y | -18.4% | -33.9% | +15.5% | -7.6% |
| 3Y | +19.0% | +11.8% | +7.2% | +9.3% |
| 5Y | +73.4% | +85.5% | -12.1% | +30.6% |
| All | +1,044.2% | +296.8% | +747.4% | +621.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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