+5.6%
CDNS vs UEC
-46.0%
+51.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.9% | +7.2% | +2.3% |
| 7D | +7.0% | +4.9% | +2.1% | +6.1% |
| 30D | -0.3% | -17.5% | +17.2% | +2.6% |
| 3M | +3.2% | -40.1% | +43.3% | +11.0% |
| 6M | -6.9% | -56.1% | +49.2% | +3.5% |
| YTD | +6.6% | -41.8% | +48.4% | +13.7% |
| 1Y | +5.6% | -44.8% | +50.4% | +13.8% |
| All | +5.6% | -46.0% | +51.7% | +13.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling