+533.6%
CDW vs PAYC
+1,229.9%
-696.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.7% | +2.7% | 0.0% |
| 7D | +3.2% | -2.9% | +6.1% | +4.0% |
| 30D | +9.3% | +32.8% | -23.5% | +0.4% |
| 3M | +9.8% | +69.3% | -59.5% | -5.9% |
| 6M | +23.3% | +74.0% | -50.6% | +4.8% |
| YTD | +13.7% | +46.4% | -32.8% | +0.9% |
| 1Y | -6.5% | +4.2% | -10.6% | -9.4% |
| 3Y | -25.2% | -19.7% | -5.5% | -26.2% |
| 5Y | -19.5% | -52.0% | +32.5% | -12.0% |
| 10Y | +285.8% | +356.9% | -71.1% | +152.6% |
| All | +533.6% | +1,229.9% | -696.2% | +279.5% |
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