+1,026.7%
CDNS vs WEC
+146.6%
+880.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.3% |
| 7D | -6.5% | -1.3% | -5.3% | -6.3% |
| 30D | -13.0% | -0.4% | -12.6% | -13.0% |
| 3M | -26.0% | -6.8% | -19.2% | -25.0% |
| 6M | -2.8% | -6.4% | +3.6% | -1.9% |
| YTD | -8.8% | +2.5% | -11.3% | -10.1% |
| 1Y | -15.8% | -0.4% | -15.4% | -16.5% |
| 3Y | +19.7% | +38.5% | -18.8% | +6.3% |
| 5Y | +70.8% | +31.7% | +39.1% | +53.0% |
| All | +1,026.7% | +146.6% | +880.1% | +726.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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