+1,026.7%
CDNS vs WY
+7.2%
+1,019.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.8% | +1.2% |
| 7D | -6.5% | -3.7% | -2.9% | -5.2% |
| 30D | -13.0% | -11.3% | -1.7% | -8.9% |
| 3M | -26.0% | -8.1% | -17.9% | -24.0% |
| 6M | -2.8% | -7.4% | +4.6% | -1.1% |
| YTD | -8.8% | -4.7% | -4.1% | -9.0% |
| 1Y | -15.8% | -9.2% | -6.6% | -14.4% |
| 3Y | +19.7% | -24.7% | +44.4% | +28.7% |
| 5Y | +70.8% | -21.6% | +92.3% | +80.1% |
| All | +1,026.7% | +7.2% | +1,019.5% | +882.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 10y: compounded portfolio wealth divided by compounded WY 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…
10y analysis · Full analysis span regression · 6 months rolling