+1,309.1%
WDC vs CPB
-44.2%
+1,353.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.5% | +1.1% |
| 7D | +7.5% | -8.0% | +15.5% | +7.0% |
| 30D | +10.1% | -2.4% | +12.5% | +9.9% |
| 3M | -6.8% | +0.5% | -7.4% | -6.7% |
| 6M | +84.1% | -10.5% | +94.6% | +84.6% |
| YTD | +180.3% | -17.5% | +197.8% | +181.2% |
| 1Y | +411.1% | -31.0% | +442.1% | +416.4% |
| 3Y | +1,375.0% | -40.6% | +1,415.6% | +1,389.7% |
| 5Y | +991.6% | -37.7% | +1,029.3% | +983.4% |
| 10Y | +1,309.1% | -43.4% | +1,352.5% | +1,349.5% |
| All | +1,309.1% | -44.2% | +1,353.3% | +1,349.5% |
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