+1,242.9%
CDNS vs WMB
+267.9%
+975.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.7% | +1.5% | +4.2% |
| 7D | +2.1% | -6.7% | +8.8% | +4.0% |
| 30D | -4.6% | -8.6% | +3.9% | -2.4% |
| 3M | -0.8% | -4.9% | +4.1% | +0.2% |
| 6M | -7.2% | -6.3% | -0.9% | -6.3% |
| YTD | +7.7% | +13.0% | -5.3% | +2.6% |
| 1Y | +3.5% | +14.9% | -11.4% | -1.9% |
| 3Y | +31.2% | +113.4% | -82.1% | +3.4% |
| 5Y | +84.5% | +190.2% | -105.6% | +32.3% |
| 10Y | +1,242.9% | +259.9% | +983.0% | +722.0% |
| All | +1,242.9% | +267.9% | +975.0% | +722.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling