+78.5%
CDNS vs WMB
+178.0%
-99.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +2.8% |
| 7D | -2.4% | -13.8% | +11.4% | +1.3% |
| 30D | -10.2% | -10.3% | +0.2% | -7.7% |
| 3M | -5.5% | -10.1% | +4.6% | -3.2% |
| 6M | -9.9% | -11.8% | +2.0% | -7.5% |
| YTD | +2.3% | +8.9% | -6.6% | -2.6% |
| 1Y | -1.4% | +14.0% | -15.4% | -7.7% |
| 3Y | +28.1% | +100.5% | -72.4% | -1.4% |
| All | +78.5% | +178.0% | -99.5% | +23.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling