+1,166.2%
CDNS vs WCN
+322.1%
+844.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | +1.0% | +2.6% | -1.6% | -0.5% |
| 30D | -2.0% | +23.9% | -25.9% | -14.5% |
| 3M | -0.2% | +17.4% | -17.7% | -10.3% |
| 6M | -8.9% | +28.0% | -36.9% | -23.3% |
| YTD | +3.3% | +11.6% | -8.2% | -5.8% |
| 1Y | +2.2% | +16.9% | -14.6% | -10.1% |
| 3Y | +22.4% | +51.6% | -29.2% | -12.7% |
| 5Y | +78.0% | +48.0% | +30.0% | +27.2% |
| All | +1,166.2% | +322.1% | +844.1% | +403.2% |
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