+386.3%
PAYX vs CDW
+851.1%
-464.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -5.2% | +1.3% | -1.8% |
| 7D | -6.9% | -3.9% | -3.1% | -5.4% |
| 30D | -2.6% | +6.9% | -9.5% | -5.5% |
| 3M | +19.4% | +7.7% | +11.8% | +14.6% |
| 6M | +18.7% | +18.3% | +0.3% | +7.2% |
| YTD | +7.8% | +7.8% | 0.0% | +1.0% |
| 1Y | -9.9% | -12.2% | +2.3% | -8.2% |
| 3Y | +7.4% | -28.9% | +36.4% | +16.3% |
| 5Y | +21.8% | -22.8% | +44.6% | +24.3% |
| 10Y | +161.3% | +266.1% | -104.8% | +51.5% |
| All | +386.3% | +851.1% | -464.8% | +153.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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