+992.6%
WDC vs CPB
-38.5%
+1,031.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.4% | +2.6% |
| 7D | +6.0% | -8.2% | +14.2% | +3.7% |
| 30D | +9.9% | -5.6% | +15.5% | +8.6% |
| 3M | -9.4% | +3.0% | -12.4% | -8.0% |
| 6M | +94.7% | -12.7% | +107.4% | +93.6% |
| YTD | +177.4% | -18.0% | +195.3% | +174.4% |
| 1Y | +412.6% | -31.7% | +444.3% | +401.5% |
| 3Y | +1,359.8% | -41.0% | +1,400.7% | +1,305.8% |
| 5Y | +992.6% | -38.4% | +1,031.0% | +879.9% |
| All | +992.6% | -38.5% | +1,031.1% | +879.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling