+1,398.1%
CPAY vs WTW
+369.7%
+1,028.3%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.1% | -0.1% |
| 7D | -2.0% | -5.7% | +3.8% | +0.9% |
| 30D | -0.4% | -7.3% | +6.9% | +3.3% |
| 3M | +16.4% | +21.5% | -5.1% | +5.1% |
| 6M | +23.5% | +9.6% | +13.9% | +16.6% |
| YTD | +35.7% | -3.3% | +38.9% | +34.8% |
| 1Y | +30.2% | -6.1% | +36.3% | +31.1% |
| 3Y | +49.7% | +61.8% | -12.1% | +11.0% |
| 5Y | +56.6% | +42.7% | +13.9% | +23.3% |
| 10Y | +153.8% | +197.2% | -43.5% | +34.3% |
| All | +1,398.1% | +369.7% | +1,028.3% | +545.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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