+437.9%
WWD vs CPB
-38.9%
+476.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.2% | -3.8% | -0.6% |
| 7D | +4.0% | -1.6% | +5.5% | +4.0% |
| 30D | +0.4% | +19.2% | -18.8% | +0.1% |
| 3M | -7.9% | -0.9% | -7.0% | -7.8% |
| 6M | -10.6% | +15.2% | -25.9% | -11.0% |
| YTD | +9.4% | -13.1% | +22.5% | +9.9% |
| 1Y | +25.7% | -22.4% | +48.2% | +27.0% |
| 3Y | +148.5% | -35.3% | +183.8% | +151.5% |
| 5Y | +189.5% | -33.0% | +222.5% | +192.1% |
| All | +437.9% | -38.9% | +476.7% | +433.4% |
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