+331.5%
CDW vs PAYC
+474.5%
-143.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.6% | +2.3% | +2.7% |
| 7D | +13.1% | -9.5% | +22.6% | +16.8% |
| 30D | +19.1% | +2.5% | +16.7% | +18.2% |
| 3M | +24.7% | +11.7% | +13.1% | +20.6% |
| 6M | +63.4% | +74.6% | -11.3% | +35.6% |
| YTD | +26.3% | +50.4% | -24.1% | +9.2% |
| 1Y | +20.6% | +44.0% | -23.4% | +5.5% |
| 3Y | -16.3% | +42.5% | -58.8% | -28.7% |
| 5Y | -3.9% | -50.3% | +46.3% | +7.0% |
| 10Y | +331.5% | +521.2% | -189.7% | +128.6% |
| All | +331.5% | +474.5% | -143.0% | +128.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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