+1,206.6%
CDNS vs UEC
+631.2%
+575.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.9% | +7.2% | +2.1% |
| 7D | +7.0% | +4.9% | +2.1% | +6.2% |
| 30D | -0.3% | -17.5% | +17.2% | +2.3% |
| 3M | +3.2% | -40.1% | +43.3% | +10.4% |
| 6M | -6.9% | -56.1% | +49.2% | +3.1% |
| YTD | +6.6% | -41.8% | +48.4% | +11.8% |
| 1Y | +5.6% | -44.8% | +50.4% | +11.1% |
| 3Y | +27.4% | +20.6% | +6.9% | +13.1% |
| 5Y | +83.7% | +24.3% | +59.4% | +50.9% |
| All | +1,206.6% | +631.2% | +575.4% | +651.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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