+11,005.7%
WDC vs CPB
+355.6%
+10,650.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | 0.0% |
| 7D | -16.7% | +2.9% | -19.6% | -17.2% |
| 30D | -27.2% | +17.6% | -44.8% | -29.3% |
| 3M | -34.0% | +2.0% | -36.0% | -34.7% |
| 6M | -39.7% | +11.6% | -51.4% | -41.8% |
| YTD | +68.1% | -13.8% | +81.8% | +68.9% |
| 1Y | +66.3% | -21.6% | +87.9% | +69.9% |
| 3Y | +754.4% | -35.8% | +790.2% | +791.0% |
| 5Y | +595.8% | -33.3% | +629.1% | +607.3% |
| 10Y | +660.4% | -39.4% | +699.8% | +662.0% |
| All | +11,005.7% | +355.6% | +10,650.1% | +4,564.2% |
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