+2,527.2%
CDNS vs WCC
+1,591.1%
+936.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +7.0% | +14.2% | -7.2% | +3.1% |
| 30D | -0.3% | -9.8% | +9.6% | +2.2% |
| 3M | +3.2% | -10.1% | +13.3% | +5.6% |
| 6M | -6.9% | -9.4% | +2.5% | -5.5% |
| YTD | +6.6% | +34.4% | -27.8% | -4.0% |
| 1Y | +5.6% | +23.3% | -17.6% | -2.7% |
| 3Y | +27.4% | +137.9% | -110.5% | -5.8% |
| 5Y | +83.7% | +144.0% | -60.3% | +30.8% |
| 10Y | +1,215.9% | +442.5% | +773.5% | +573.2% |
| All | +2,527.2% | +1,591.1% | +936.0% | +676.8% |
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