+19.0%
CDNS vs NUE
+61.7%
-42.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +1.1% |
| 7D | -1.1% | -0.6% | -0.5% | -1.0% |
| 30D | -10.4% | -4.6% | -5.9% | -9.4% |
| 3M | -24.6% | -0.3% | -24.3% | -24.8% |
| 6M | -1.6% | +51.9% | -53.5% | -13.5% |
| YTD | -7.4% | +60.0% | -67.4% | -20.2% |
| 1Y | -18.4% | +82.9% | -101.3% | -32.8% |
| 3Y | +19.0% | +66.0% | -47.0% | -3.1% |
| All | +19.0% | +61.7% | -42.7% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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