+1,250.1%
CDNS vs UEC
+73.5%
+1,176.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.3% | -4.0% |
| 7D | -14.0% | -6.9% | -7.1% | -13.3% |
| 30D | -13.2% | +7.6% | -20.8% | -14.0% |
| 3M | -28.9% | -18.4% | -10.5% | -27.7% |
| 6M | -4.2% | -23.3% | +19.1% | -2.6% |
| YTD | -6.4% | -1.2% | -5.2% | -8.1% |
| 1Y | -16.2% | +2.3% | -18.5% | -19.1% |
| 3Y | +20.2% | +162.3% | -142.1% | +0.3% |
| 5Y | +76.6% | +287.2% | -210.6% | +33.8% |
| 10Y | +1,029.7% | +1,009.6% | +20.1% | +576.4% |
| All | +1,250.1% | +73.5% | +1,176.6% | +449.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling