+74.5%
UBER vs CDNS
+316.3%
-241.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.1% | +2.0% | +2.0% |
| 7D | -4.5% | -6.5% | +2.1% | -0.9% |
| 30D | -7.6% | -13.0% | +5.4% | -0.8% |
| 3M | +5.8% | -26.0% | +31.8% | +23.6% |
| 6M | +0.3% | -2.8% | +3.1% | -1.5% |
| YTD | -11.2% | -8.8% | -2.4% | -10.7% |
| 1Y | -23.0% | -15.8% | -7.2% | -19.2% |
| 3Y | +53.6% | +19.7% | +33.9% | +20.6% |
| 5Y | +81.9% | +70.8% | +11.1% | +8.3% |
| All | +74.5% | +316.3% | -241.7% | -49.8% |
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