+1,036.6%
CDNS vs WMB
+315.8%
+720.8%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.4% |
| 7D | -7.2% | 0.0% | -7.2% | -7.2% |
| 30D | -14.3% | +4.6% | -18.8% | -15.4% |
| 3M | -27.2% | +5.7% | -32.9% | -28.6% |
| 6M | -4.5% | +4.2% | -8.7% | -6.3% |
| YTD | -9.0% | +26.8% | -35.8% | -15.8% |
| 1Y | -21.3% | +34.7% | -56.0% | -28.8% |
| 3Y | +19.6% | +146.8% | -127.2% | -9.3% |
| 5Y | +71.5% | +285.0% | -213.5% | +13.8% |
| 10Y | +1,036.6% | +313.2% | +723.4% | +574.4% |
| All | +1,036.6% | +315.8% | +720.8% | +574.4% |
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