+12.0%
WBD vs CDNS
+1,042.5%
-1,030.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +1.0% |
| 7D | -0.6% | -6.5% | +5.9% | +1.0% |
| 30D | +4.2% | -13.0% | +17.2% | +7.6% |
| 3M | +7.5% | -26.0% | +33.5% | +15.3% |
| 6M | +1.6% | -2.8% | +4.4% | +0.9% |
| YTD | -2.2% | -8.8% | +6.7% | -1.8% |
| 1Y | +124.9% | -15.8% | +140.7% | +130.5% |
| 3Y | +149.1% | +19.7% | +129.4% | +125.7% |
| 5Y | +7.8% | +70.8% | -62.9% | -12.7% |
| All | +12.0% | +1,042.5% | -1,030.5% | -44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CDNS.
Daily Out/Under-Performance
Portfolio return minus CDNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDNS 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 CDNS 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