+212.9%
WBD vs CPB
-45.0%
+257.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | -4.6% | +18.8% | +14.9% |
| 7D | +14.2% | -4.6% | +18.8% | +14.9% |
| 30D | +14.2% | -4.6% | +18.8% | +14.9% |
| 3M | +14.2% | -4.6% | +18.8% | +14.9% |
| 6M | +13.3% | -9.7% | +23.0% | +15.2% |
| YTD | +7.4% | -26.3% | +33.7% | +13.5% |
| 1Y | +63.0% | -35.7% | +98.7% | +78.7% |
| All | +212.9% | -45.0% | +257.9% | +268.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling