+7,100.1%
CB vs GWW
+8,050.7%
-950.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.7% |
| 7D | -1.5% | +5.3% | -6.8% | -3.5% |
| 30D | +6.5% | +12.4% | -5.9% | +1.7% |
| 3M | +4.1% | +13.7% | -9.7% | -1.2% |
| 6M | +14.4% | +18.0% | -3.6% | +6.6% |
| YTD | +17.5% | +44.6% | -27.1% | +0.5% |
| 1Y | +27.5% | +53.1% | -25.6% | +6.5% |
| 3Y | +71.6% | +90.2% | -18.6% | +28.8% |
| 5Y | +100.6% | +215.0% | -114.4% | +19.8% |
| 10Y | +243.0% | +658.9% | -415.9% | +34.4% |
| All | +7,100.1% | +8,050.7% | -950.6% | +1,137.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 all: compounded portfolio wealth divided by compounded GWW 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…
all analysis · Full analysis span regression · 6 months rolling