+1,026.7%
CDNS vs WCN
+235.2%
+791.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.8% |
| 7D | -6.5% | -4.4% | -2.1% | -3.9% |
| 30D | -13.0% | -4.4% | -8.6% | -10.6% |
| 3M | -26.0% | +0.5% | -26.5% | -26.9% |
| 6M | -2.8% | -3.3% | +0.4% | -2.8% |
| YTD | -8.8% | -8.5% | -0.4% | -5.5% |
| 1Y | -15.8% | -8.9% | -6.9% | -13.0% |
| 3Y | +19.7% | +18.0% | +1.7% | +0.7% |
| 5Y | +70.8% | +25.0% | +45.7% | +36.1% |
| All | +1,026.7% | +235.2% | +791.5% | +429.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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