+1,005.1%
CDNS vs UAL
+103.3%
+901.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.8% | -0.1% | -2.4% |
| 7D | -9.2% | +3.5% | -12.7% | -9.8% |
| 30D | -16.3% | -16.5% | +0.2% | -13.5% |
| 3M | -27.9% | +2.8% | -30.7% | -28.5% |
| 6M | -4.3% | +17.6% | -21.9% | -7.9% |
| YTD | -9.1% | -3.2% | -5.9% | -9.7% |
| 1Y | -21.2% | +0.4% | -21.7% | -22.5% |
| 3Y | +19.4% | +128.2% | -108.8% | -1.5% |
| 5Y | +71.6% | +137.7% | -66.1% | +37.3% |
| 10Y | +1,005.1% | +99.1% | +905.9% | +740.8% |
| All | +1,005.1% | +103.3% | +901.7% | +740.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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