+1,026.7%
CDNS vs WCC
+518.6%
+508.2%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.2% | +3.4% | +1.0% |
| 7D | -6.5% | +1.7% | -8.2% | -7.1% |
| 30D | -13.0% | -6.1% | -6.9% | -11.6% |
| 3M | -26.0% | +3.1% | -29.1% | -27.2% |
| 6M | -2.8% | +28.2% | -31.1% | -10.9% |
| YTD | -8.8% | +41.1% | -49.9% | -19.0% |
| 1Y | -15.8% | +61.3% | -77.1% | -28.4% |
| 3Y | +19.7% | +123.6% | -103.9% | -10.7% |
| 5Y | +70.8% | +214.8% | -144.0% | +12.9% |
| All | +1,026.7% | +518.6% | +508.2% | +457.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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