+6,634.9%
CDNS vs WMB
+5,176.1%
+1,458.8%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -2.9% | -1.1% |
| 7D | -0.1% | +1.6% | -1.6% | -0.4% |
| 30D | -5.5% | -7.1% | +1.6% | -4.2% |
| 3M | +0.5% | -4.0% | +4.5% | +1.1% |
| 6M | -9.6% | -5.7% | -3.9% | -9.0% |
| YTD | +5.3% | +17.2% | -11.8% | +1.2% |
| 1Y | +3.4% | +17.2% | -13.8% | -0.7% |
| 3Y | +25.9% | +121.1% | -95.2% | +5.9% |
| 5Y | +85.8% | +197.2% | -111.4% | +46.6% |
| 10Y | +1,199.9% | +280.9% | +919.0% | +834.9% |
| All | +6,634.9% | +5,176.1% | +1,458.8% | +1,951.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling