+77.1%
CDNS vs UAL
+117.7%
-40.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.3% | -2.7% |
| 7D | +1.0% | -3.0% | +4.0% | +1.7% |
| 30D | -2.0% | +10.5% | -12.4% | -4.4% |
| 3M | -0.2% | -13.5% | +13.3% | +3.0% |
| 6M | -8.9% | +14.2% | -23.1% | -12.7% |
| YTD | +3.3% | -2.2% | +5.6% | +1.9% |
| 1Y | +2.2% | +12.5% | -10.3% | -2.7% |
| 3Y | +22.4% | +186.8% | -164.4% | -13.5% |
| All | +77.1% | +117.7% | -40.6% | +29.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling