+14,159.6%
GWW vs CPB
+325.7%
+13,833.9%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.3% | +1.6% |
| 7D | +1.4% | -8.6% | +10.0% | +3.3% |
| 30D | +3.3% | -7.2% | +10.5% | +4.8% |
| 3M | +2.9% | +0.9% | +2.0% | +2.1% |
| 6M | +15.8% | -11.8% | +27.6% | +18.1% |
| YTD | +32.0% | -19.4% | +51.4% | +37.2% |
| 1Y | +29.9% | -30.4% | +60.3% | +39.1% |
| 3Y | +91.1% | -40.2% | +131.2% | +108.8% |
| 5Y | +223.9% | -39.5% | +263.4% | +250.3% |
| 10Y | +567.0% | -47.4% | +614.4% | +621.1% |
| All | +14,159.6% | +325.7% | +13,833.9% | +9,029.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling