+19.3%
CDW vs CPAY
+62.3%
-42.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.0% | -1.1% |
| 7D | +9.3% | +1.6% | +7.8% | +8.8% |
| 30D | +14.4% | +17.6% | -3.3% | +8.6% |
| 3M | +21.4% | +8.7% | +12.7% | +18.2% |
| 6M | +72.8% | +39.5% | +33.3% | +57.0% |
| YTD | +28.0% | +53.6% | -25.6% | +12.6% |
| 1Y | +19.3% | +63.3% | -43.9% | +1.9% |
| All | +19.3% | +62.3% | -42.9% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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