+45.5%
UNP vs CDNS
+17.7%
+27.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.9% | +2.5% | -0.2% |
| 7D | -0.7% | -9.2% | +8.5% | -0.1% |
| 30D | -1.1% | -16.3% | +15.1% | 0.0% |
| 3M | +7.9% | -27.9% | +35.8% | +10.2% |
| 6M | +14.6% | -4.3% | +19.0% | +13.4% |
| YTD | +26.6% | -9.1% | +35.7% | +25.8% |
| 1Y | +35.6% | -21.2% | +56.8% | +36.9% |
| 3Y | +45.5% | +19.4% | +26.1% | +35.6% |
| All | +45.5% | +17.7% | +27.8% | +35.6% |
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