+676.8%
GWW vs CPB
-40.8%
+717.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.2% |
| 7D | +3.7% | -5.8% | +9.5% | +4.6% |
| 30D | +13.6% | +16.5% | -2.9% | +11.1% |
| 3M | +15.4% | -1.1% | +16.5% | +15.2% |
| 6M | +21.8% | +11.5% | +10.3% | +19.1% |
| YTD | +50.0% | -15.7% | +65.8% | +52.9% |
| 1Y | +60.2% | -24.7% | +84.9% | +66.2% |
| 3Y | +94.4% | -37.3% | +131.6% | +105.3% |
| 5Y | +221.8% | -35.0% | +256.9% | +236.6% |
| All | +676.8% | -40.8% | +717.5% | +694.6% |
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