+669.9%
GWW vs CPB
-38.9%
+708.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.2% | -4.1% | -1.3% |
| 7D | +3.6% | -1.6% | +5.1% | +3.8% |
| 30D | +12.1% | +19.2% | -7.1% | +9.3% |
| 3M | +12.9% | -0.9% | +13.8% | +12.8% |
| 6M | +19.3% | +15.2% | +4.1% | +16.1% |
| YTD | +48.7% | -13.1% | +61.8% | +50.8% |
| 1Y | +60.5% | -22.4% | +82.9% | +65.7% |
| 3Y | +93.3% | -35.3% | +128.6% | +103.2% |
| 5Y | +219.0% | -33.0% | +251.9% | +232.1% |
| All | +669.9% | -38.9% | +708.8% | +683.9% |
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