+2,513.9%
CDNS vs WCC
+1,536.7%
+977.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.5% | -1.5% |
| 7D | +2.4% | -9.9% | +12.4% | +5.2% |
| 30D | -6.0% | -13.4% | +7.4% | -2.5% |
| 3M | -0.1% | -13.5% | +13.4% | +3.4% |
| 6M | -8.6% | -10.6% | +2.0% | -6.8% |
| YTD | +6.1% | +30.1% | -24.0% | -3.6% |
| 1Y | +0.8% | +22.3% | -21.5% | -6.9% |
| 3Y | +26.8% | +130.3% | -103.5% | -5.4% |
| 5Y | +86.9% | +144.5% | -57.6% | +33.0% |
| 10Y | +1,235.1% | +431.8% | +803.3% | +587.0% |
| All | +2,513.9% | +1,536.7% | +977.2% | +680.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling