+73.1%
CDNS vs AZO
+86.1%
-13.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.4% |
| 7D | -6.5% | -2.9% | -3.6% | -5.7% |
| 30D | -13.0% | -5.3% | -7.7% | -11.7% |
| 3M | -26.0% | -7.3% | -18.7% | -24.6% |
| 6M | -2.8% | -22.7% | +19.8% | +4.3% |
| YTD | -8.8% | -15.0% | +6.2% | -5.3% |
| 1Y | -15.8% | -32.2% | +16.4% | -6.0% |
| 3Y | +19.7% | +10.0% | +9.7% | +8.0% |
| All | +73.1% | +86.1% | -13.0% | +14.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling