+2.3%
CDNS vs WMB
+14.6%
-12.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.7% | +1.5% | +5.2% |
| 7D | +2.1% | -6.7% | +8.8% | +1.6% |
| 30D | -4.6% | -8.6% | +3.9% | -5.2% |
| 3M | -0.8% | -4.9% | +4.1% | -0.7% |
| 6M | -7.2% | -6.3% | -0.9% | -7.1% |
| YTD | +7.7% | +13.0% | -5.3% | +8.8% |
| All | +2.3% | +14.6% | -12.3% | +3.4% |
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 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