+3.9%
WMT vs CDNS
-16.8%
+20.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -2.5% | -6.5% | +4.1% | -3.1% |
| 30D | -6.4% | -13.0% | +6.6% | -7.7% |
| 3M | -12.1% | -26.0% | +13.9% | -14.7% |
| 6M | -15.0% | -2.8% | -12.1% | -15.5% |
| YTD | -4.5% | -8.8% | +4.3% | -5.6% |
| All | +3.9% | -16.8% | +20.6% | +1.3% |
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