+0.8%
CDNS vs WST
+52.5%
-51.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.3% | -1.4% |
| 7D | +2.4% | +1.4% | +1.1% | +2.1% |
| 30D | -6.0% | +12.7% | -18.7% | -8.2% |
| 3M | -0.1% | +17.2% | -17.2% | -3.4% |
| 6M | -8.6% | +26.7% | -35.2% | -13.3% |
| YTD | +6.1% | +50.3% | -44.2% | -7.5% |
| 1Y | +0.8% | +50.2% | -49.4% | -12.0% |
| All | +0.8% | +52.5% | -51.7% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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