+269.4%
CDW vs PAYC
+329.2%
-59.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.2% | -1.0% |
| 7D | -4.2% | -8.7% | +4.5% | -1.5% |
| 30D | +4.9% | +1.2% | +3.7% | +4.6% |
| 3M | +7.3% | +58.6% | -51.3% | -8.2% |
| 6M | +19.2% | +56.6% | -37.4% | +2.3% |
| YTD | +6.2% | +36.2% | -30.1% | -5.2% |
| 1Y | -14.0% | -2.2% | -11.8% | -15.4% |
| 3Y | -30.0% | -22.3% | -7.7% | -30.2% |
| 5Y | -23.6% | -53.9% | +30.3% | -13.5% |
| 10Y | +269.4% | +347.5% | -78.1% | +110.7% |
| All | +269.4% | +329.2% | -59.8% | +110.7% |
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