+76.2%
UBER vs CDNS
+71.8%
+4.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -2.9% |
| 7D | -7.0% | -7.2% | +0.2% | -3.5% |
| 30D | -8.9% | -14.3% | +5.3% | -2.0% |
| 3M | +1.0% | -27.2% | +28.2% | +17.6% |
| 6M | -3.7% | -4.5% | +0.8% | -4.6% |
| YTD | -13.0% | -9.0% | -4.1% | -12.5% |
| 1Y | -25.5% | -21.3% | -4.2% | -19.1% |
| 3Y | +50.5% | +19.6% | +30.9% | +17.4% |
| 5Y | +76.2% | +71.5% | +4.6% | +2.1% |
| All | +76.2% | +71.8% | +4.4% | +2.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling