+561.2%
GWW vs CPB
-43.0%
+604.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -0.9% |
| 7D | -0.5% | -8.0% | +7.5% | +0.6% |
| 30D | -1.4% | -2.4% | +1.0% | -1.2% |
| 3M | -3.6% | +0.5% | -4.2% | -4.1% |
| 6M | +15.1% | -10.5% | +25.6% | +16.5% |
| YTD | +27.5% | -17.5% | +45.0% | +30.4% |
| 1Y | +29.6% | -31.0% | +60.6% | +36.3% |
| 3Y | +90.1% | -40.6% | +130.7% | +102.6% |
| 5Y | +222.6% | -37.7% | +260.3% | +239.9% |
| All | +561.2% | -43.0% | +604.2% | +607.7% |
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