+25.6%
CDNS vs UEC
+27.1%
-1.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.9% | +4.5% | -0.6% |
| 7D | +2.4% | -5.2% | +7.6% | +3.1% |
| 30D | -6.0% | -22.0% | +16.0% | -2.8% |
| 3M | -0.1% | -37.0% | +36.9% | +6.1% |
| 6M | -8.6% | -52.7% | +44.1% | -0.1% |
| YTD | +6.1% | -38.6% | +44.7% | +10.6% |
| 1Y | +0.8% | -44.6% | +45.4% | +6.1% |
| All | +25.6% | +27.1% | -1.5% | +9.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling