+15,588.9%
WWD vs CPB
+189.3%
+15,399.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.4% | +4.5% | +1.7% |
| 7D | +1.3% | -8.6% | +9.9% | +2.9% |
| 30D | -7.2% | -7.2% | +0.1% | -6.0% |
| 3M | -3.8% | +0.9% | -4.7% | -4.5% |
| 6M | -9.9% | -11.8% | +1.9% | -8.4% |
| YTD | +14.8% | -19.4% | +34.2% | +18.5% |
| 1Y | +42.1% | -30.4% | +72.5% | +50.7% |
| 3Y | +170.8% | -40.2% | +210.9% | +191.2% |
| 5Y | +197.5% | -39.5% | +237.0% | +215.7% |
| 10Y | +477.8% | -47.4% | +525.2% | +507.1% |
| All | +15,588.9% | +189.3% | +15,399.5% | +12,095.8% |
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