+33.4%
UBER vs CDNS
+23.9%
+9.5%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +1.9% |
| 7D | +1.6% | +1.0% | +0.6% | +1.2% |
| 30D | +0.6% | -2.0% | +2.5% | +0.9% |
| 3M | -8.2% | -0.2% | -7.9% | -9.2% |
| 6M | -6.7% | -8.9% | +2.2% | -5.4% |
| YTD | -14.7% | +3.3% | -18.0% | -18.9% |
| 1Y | -24.1% | +2.2% | -26.3% | -27.5% |
| 3Y | +33.4% | +22.4% | +11.0% | +12.3% |
| All | +33.4% | +23.9% | +9.5% | +12.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling