+71.6%
CDNS vs WMB
+282.7%
-211.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.3% | -5.2% | -3.5% |
| 7D | -9.2% | +0.8% | -10.0% | -9.4% |
| 30D | -16.3% | +7.7% | -24.0% | -17.9% |
| 3M | -27.9% | +6.7% | -34.6% | -29.4% |
| 6M | -4.3% | +3.6% | -8.0% | -5.9% |
| YTD | -9.1% | +28.0% | -37.1% | -16.5% |
| 1Y | -21.2% | +37.6% | -58.8% | -29.8% |
| 3Y | +19.4% | +149.0% | -129.7% | -11.3% |
| 5Y | +71.6% | +285.3% | -213.7% | +20.6% |
| All | +71.6% | +282.7% | -211.1% | +20.6% |
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