+542.4%
GLW vs CPB
-39.9%
+582.3%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -1.2% | +10.4% | +9.3% |
| 7D | -5.9% | +3.3% | -9.1% | -5.9% |
| 30D | -26.0% | +19.0% | -45.0% | -26.2% |
| 3M | -29.9% | +0.4% | -30.3% | -29.7% |
| 6M | -37.8% | +13.0% | -50.7% | -38.3% |
| YTD | +33.1% | -12.7% | +45.9% | +35.1% |
| 1Y | +36.8% | -20.9% | +57.7% | +40.1% |
| 3Y | +356.1% | -35.4% | +391.5% | +372.9% |
| 5Y | +243.8% | -32.3% | +276.1% | +251.2% |
| 10Y | +542.4% | -40.5% | +582.9% | +558.6% |
| All | +542.4% | -39.9% | +582.3% | +558.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 10y: compounded portfolio wealth divided by compounded CPB 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…
10y analysis · Full analysis span regression · 6 months rolling