+58.5%
GWW vs CPB
-25.0%
+83.5%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.2% | +1.0% |
| 7D | 0.0% | -4.1% | +4.1% | +0.3% |
| 30D | +14.0% | +16.9% | -3.0% | +13.3% |
| 3M | +14.4% | -0.6% | +14.9% | +14.1% |
| 6M | +21.7% | +11.4% | +10.3% | +19.8% |
| YTD | +48.4% | -14.8% | +63.3% | +50.1% |
| All | +58.5% | -25.0% | +83.5% | +63.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling