+561.8%
GWW vs CPAY
+155.2%
+406.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.7% | +0.7% |
| 7D | -3.4% | -2.0% | -1.4% | -2.8% |
| 30D | -1.9% | -0.4% | -1.6% | -1.9% |
| 3M | -2.4% | +16.4% | -18.7% | -7.4% |
| 6M | +15.7% | +23.5% | -7.8% | +6.9% |
| YTD | +27.6% | +35.7% | -8.1% | +13.4% |
| 1Y | +27.2% | +30.2% | -3.0% | +14.2% |
| 3Y | +89.7% | +49.7% | +39.9% | +58.4% |
| 5Y | +223.9% | +56.6% | +167.4% | +159.7% |
| All | +561.8% | +155.2% | +406.6% | +363.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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