+278.9%
UNP vs CDNS
+1,098.6%
-819.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | +0.1% |
| 7D | +4.2% | +1.0% | +3.3% | +4.0% |
| 30D | +5.6% | -2.0% | +7.5% | +5.8% |
| 3M | +2.0% | -0.2% | +2.3% | +1.4% |
| 6M | +15.4% | -8.9% | +24.3% | +16.1% |
| YTD | +32.7% | +3.3% | +29.4% | +27.7% |
| 1Y | +39.4% | +2.2% | +37.2% | +34.4% |
| 3Y | +54.3% | +22.4% | +31.9% | +34.7% |
| 5Y | +39.6% | +78.0% | -38.4% | +3.7% |
| All | +278.9% | +1,098.6% | -819.7% | +52.1% |
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 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