+619.7%
CDW vs PAYC
+1,292.9%
-673.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.0% | +0.2% | +1.6% |
| 7D | +2.6% | -9.5% | +12.1% | +5.5% |
| 30D | +20.4% | +3.3% | +17.1% | +19.4% |
| 3M | +28.5% | +14.5% | +13.9% | +23.9% |
| 6M | +70.6% | +76.0% | -5.4% | +44.9% |
| YTD | +29.1% | +53.4% | -24.3% | +13.2% |
| 1Y | +23.8% | +43.8% | -20.0% | +10.4% |
| 3Y | -14.5% | +45.3% | -59.8% | -25.8% |
| 5Y | -1.6% | -48.9% | +47.3% | +6.1% |
| 10Y | +322.0% | +500.5% | -178.5% | +165.0% |
| All | +619.7% | +1,292.9% | -673.2% | +326.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling