+803.5%
CDNS vs WCN
+8,080.5%
-7,277.0%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | +1.0% | +2.6% | -1.6% | +0.3% |
| 30D | -2.0% | +23.9% | -25.9% | -8.1% |
| 3M | -0.2% | +17.4% | -17.7% | -5.2% |
| 6M | -8.9% | +28.0% | -36.9% | -15.9% |
| YTD | +3.3% | +11.6% | -8.2% | -1.2% |
| 1Y | +2.2% | +16.9% | -14.6% | -3.6% |
| 3Y | +22.4% | +51.6% | -29.2% | +6.9% |
| 5Y | +78.0% | +48.0% | +30.0% | +56.8% |
| 10Y | +1,175.2% | +322.6% | +852.6% | +775.1% |
| All | +803.5% | +8,080.5% | -7,277.0% | +331.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling