+67.6%
UBER vs CDNS
+371.9%
-304.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +2.5% |
| 7D | +1.6% | +1.0% | +0.6% | +1.0% |
| 30D | +0.6% | -2.0% | +2.5% | +0.9% |
| 3M | -8.2% | -0.2% | -7.9% | -9.9% |
| 6M | -6.7% | -8.9% | +2.2% | -5.2% |
| YTD | -14.7% | +3.3% | -18.0% | -21.1% |
| 1Y | -24.1% | +2.2% | -26.3% | -29.4% |
| 3Y | +33.4% | +22.4% | +11.0% | +3.2% |
| 5Y | +54.5% | +78.0% | -23.6% | -10.3% |
| All | +67.6% | +371.9% | -304.2% | -55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CDNS.
Daily Out/Under-Performance
Portfolio return minus CDNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDNS 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 CDNS 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