+40.6%
UNP vs CDNS
+83.9%
-43.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.6% |
| 7D | -2.1% | -0.1% | -2.0% | -2.1% |
| 30D | +7.3% | -5.5% | +12.8% | +7.9% |
| 3M | +3.6% | +0.5% | +3.1% | +3.3% |
| 6M | +15.8% | -9.6% | +25.4% | +16.4% |
| YTD | +32.6% | +5.3% | +27.2% | +29.2% |
| 1Y | +37.2% | +3.4% | +33.8% | +34.1% |
| 3Y | +52.6% | +25.9% | +26.7% | +38.7% |
| 5Y | +40.6% | +85.8% | -45.2% | +11.6% |
| All | +40.6% | +83.9% | -43.3% | +11.6% |
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 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