+2,207.0%
CDNS vs WCC
+1,713.7%
+493.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +3.9% | -7.9% | -5.1% |
| 7D | -14.0% | +4.5% | -18.5% | -15.1% |
| 30D | -13.2% | -5.8% | -7.4% | -11.8% |
| 3M | -28.9% | -3.7% | -25.2% | -28.7% |
| 6M | -4.2% | +23.1% | -27.2% | -10.9% |
| YTD | -6.4% | +44.2% | -50.5% | -16.9% |
| 1Y | -16.2% | +62.1% | -78.3% | -28.4% |
| 3Y | +20.2% | +121.1% | -100.9% | -9.2% |
| 5Y | +76.6% | +214.0% | -137.3% | +17.7% |
| 10Y | +1,029.7% | +472.8% | +556.9% | +469.9% |
| All | +2,207.0% | +1,713.7% | +493.3% | +572.1% |
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