+553.7%
WDC vs CDNS
+85.2%
+468.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.6% |
| 7D | -16.7% | +2.4% | -19.2% | -17.4% |
| 30D | -27.2% | -6.0% | -21.2% | -24.2% |
| 3M | -34.0% | -0.1% | -33.9% | -34.1% |
| 6M | -39.7% | -8.6% | -31.2% | -37.0% |
| YTD | +68.1% | +6.1% | +62.0% | +59.3% |
| 1Y | +66.3% | +0.8% | +65.5% | +62.4% |
| 3Y | +754.4% | +26.8% | +727.6% | +602.4% |
| All | +553.7% | +85.2% | +468.5% | +303.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling