+59.8%
UBER vs CDNS
+76.7%
-16.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +2.3% |
| 7D | +1.6% | +1.0% | +0.6% | +1.1% |
| 30D | +0.6% | -2.0% | +2.5% | +0.9% |
| 3M | -8.2% | -0.2% | -7.9% | -9.7% |
| 6M | -6.7% | -8.9% | +2.2% | -5.3% |
| YTD | -14.7% | +3.3% | -18.0% | -20.7% |
| 1Y | -24.1% | +2.2% | -26.3% | -29.0% |
| 3Y | +33.4% | +22.4% | +11.0% | +2.7% |
| All | +59.8% | +76.7% | -16.9% | -17.0% |
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