+5,887.0%
CDNS vs WMB
+5,535.5%
+351.5%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.1% | -4.0% |
| 7D | -14.0% | +0.6% | -14.6% | -14.1% |
| 30D | -13.2% | +3.3% | -16.4% | -13.8% |
| 3M | -28.9% | +3.1% | -32.0% | -29.5% |
| 6M | -4.2% | -0.7% | -3.5% | -4.5% |
| YTD | -6.4% | +25.2% | -31.5% | -11.1% |
| 1Y | -16.2% | +32.9% | -49.1% | -21.6% |
| 3Y | +20.2% | +140.6% | -120.4% | -0.5% |
| 5Y | +76.6% | +273.5% | -196.8% | +33.2% |
| 10Y | +1,029.7% | +334.2% | +695.5% | +692.2% |
| All | +5,887.0% | +5,535.5% | +351.5% | +1,702.4% |
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 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