+7.0%
WMT vs CDNS
-15.6%
+22.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.0% | +2.8% | -1.5% |
| 7D | +3.9% | -14.0% | +17.9% | +2.7% |
| 30D | -4.4% | -13.2% | +8.8% | -5.4% |
| 3M | -8.8% | -28.9% | +20.1% | -11.2% |
| 6M | -15.6% | -4.2% | -11.5% | -16.4% |
| YTD | -3.2% | -6.4% | +3.1% | -4.0% |
| 1Y | +7.0% | -16.2% | +23.3% | +6.6% |
| All | +7.0% | -15.6% | +22.7% | +6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling