+1,166.2%
CDNS vs UEC
+616.1%
+550.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -2.8% |
| 7D | +1.0% | -3.8% | +4.7% | +1.5% |
| 30D | -2.0% | -13.5% | +11.5% | 0.0% |
| 3M | -0.2% | -40.5% | +40.2% | +6.8% |
| 6M | -8.9% | -56.7% | +47.8% | +1.0% |
| YTD | +3.3% | -43.0% | +46.3% | +8.7% |
| 1Y | +2.2% | -42.5% | +44.8% | +6.9% |
| 3Y | +22.4% | +11.6% | +10.8% | +9.8% |
| 5Y | +78.0% | +21.8% | +56.3% | +46.7% |
| All | +1,166.2% | +616.1% | +550.1% | +630.0% |
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