+5,887.0%
CDNS vs WEC
+3,978.4%
+1,908.6%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -3.8% |
| 7D | -14.0% | -0.3% | -13.7% | -13.9% |
| 30D | -13.2% | -1.3% | -11.9% | -12.9% |
| 3M | -28.9% | -3.9% | -25.0% | -28.2% |
| 6M | -4.2% | -8.3% | +4.1% | -2.0% |
| YTD | -6.4% | +3.1% | -9.4% | -8.2% |
| 1Y | -16.2% | +1.9% | -18.1% | -17.8% |
| 3Y | +20.2% | +41.9% | -21.7% | +2.6% |
| 5Y | +76.6% | +30.8% | +45.8% | +53.8% |
| 10Y | +1,029.7% | +141.9% | +887.8% | +645.6% |
| All | +5,887.0% | +3,978.4% | +1,908.6% | +1,013.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling