+574.3%
CF vs GWW
+557.3%
+17.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.7% | +3.4% | +1.8% |
| 7D | -0.9% | -1.5% | +0.6% | -0.4% |
| 30D | +18.1% | +1.1% | +17.0% | +17.4% |
| 3M | +23.4% | -1.0% | +24.4% | +23.2% |
| 6M | +17.1% | +16.3% | +0.8% | +8.6% |
| YTD | +76.2% | +28.5% | +47.7% | +56.3% |
| 1Y | +62.3% | +30.3% | +32.0% | +42.7% |
| 3Y | +71.8% | +91.6% | -19.8% | +23.5% |
| 5Y | +234.6% | +224.0% | +10.6% | +80.4% |
| 10Y | +574.3% | +551.3% | +22.9% | +184.1% |
| All | +574.3% | +557.3% | +17.0% | +184.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling