-16.2%
CDNS vs WMB
+31.9%
-48.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.1% | -4.0% |
| 7D | -14.0% | +0.6% | -14.6% | -13.9% |
| 30D | -13.2% | +3.3% | -16.4% | -12.5% |
| 3M | -28.9% | +3.1% | -32.0% | -28.2% |
| 6M | -4.2% | -0.7% | -3.5% | -3.5% |
| YTD | -6.4% | +25.2% | -31.5% | -2.1% |
| 1Y | -16.2% | +32.9% | -49.1% | -8.2% |
| All | -16.2% | +31.9% | -48.1% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 1y: compounded portfolio wealth divided by compounded WMB 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…
1y analysis · Full analysis span regression · 6 months rolling