+7.0%
WMT vs CG
-24.3%
+31.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.5% | -1.1% |
| 7D | +3.9% | -4.3% | +8.2% | +4.1% |
| 30D | -4.4% | -5.1% | +0.7% | -4.2% |
| 3M | -8.8% | +8.7% | -17.5% | -8.9% |
| 6M | -15.6% | -9.2% | -6.4% | -14.9% |
| YTD | -3.2% | -18.9% | +15.6% | -1.5% |
| 1Y | +7.0% | -25.6% | +32.7% | +10.2% |
| All | +7.0% | -24.3% | +31.3% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 1y: compounded portfolio wealth divided by compounded CG 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…
1y analysis · Full analysis span regression · 6 months rolling