+1,804.3%
CDNS vs UAL
+246.2%
+1,558.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.0% | +0.7% | +2.4% |
| 7D | -2.4% | +8.2% | -10.6% | -3.8% |
| 30D | -10.2% | +2.3% | -12.5% | -10.6% |
| 3M | -5.5% | -12.7% | +7.2% | -3.4% |
| 6M | -9.9% | +12.7% | -22.6% | -12.3% |
| YTD | +2.3% | +0.8% | +1.5% | +0.9% |
| 1Y | -1.4% | +17.8% | -19.2% | -5.5% |
| 3Y | +28.1% | +206.7% | -178.6% | +0.8% |
| 5Y | +79.7% | +113.9% | -34.2% | +46.7% |
| 10Y | +1,183.3% | +97.0% | +1,086.3% | +851.9% |
| All | +1,804.3% | +246.2% | +1,558.1% | +782.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling