-21.3%
CDNS vs WMB
+35.6%
-56.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | 0.0% |
| 7D | -7.2% | 0.0% | -7.2% | -7.2% |
| 30D | -14.3% | +4.6% | -18.8% | -13.4% |
| 3M | -27.2% | +5.7% | -32.9% | -26.0% |
| 6M | -4.5% | +4.2% | -8.7% | -3.2% |
| YTD | -9.0% | +26.8% | -35.8% | -4.7% |
| 1Y | -21.3% | +34.7% | -56.0% | -13.8% |
| All | -21.3% | +35.6% | -56.9% | -13.8% |
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