+642.9%
WDC vs CDNS
+1,098.6%
-455.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.1% | -1.9% | -3.1% |
| 7D | +12.1% | +1.0% | +11.1% | +11.6% |
| 30D | -18.8% | -2.0% | -16.8% | -17.2% |
| 3M | -39.3% | -0.2% | -39.1% | -39.4% |
| 6M | -40.1% | -8.9% | -31.2% | -37.2% |
| YTD | +71.8% | +3.3% | +68.5% | +64.0% |
| 1Y | +88.5% | +2.2% | +86.2% | +81.1% |
| 3Y | +770.0% | +22.4% | +747.6% | +615.8% |
| 5Y | +549.0% | +78.0% | +471.0% | +304.1% |
| All | +642.9% | +1,098.6% | -455.7% | +42.1% |
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