+668.4%
GWW vs CPB
-40.1%
+708.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.2% | +1.1% |
| 7D | 0.0% | -4.1% | +4.1% | +0.6% |
| 30D | +14.0% | +16.9% | -3.0% | +11.4% |
| 3M | +14.4% | -0.6% | +14.9% | +14.2% |
| 6M | +21.7% | +11.4% | +10.3% | +19.0% |
| YTD | +48.4% | -14.8% | +63.3% | +51.0% |
| 1Y | +58.4% | -24.8% | +83.2% | +64.3% |
| 3Y | +92.3% | -36.6% | +128.9% | +102.8% |
| 5Y | +221.8% | -33.3% | +255.1% | +235.3% |
| All | +668.4% | -40.1% | +708.6% | +684.9% |
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