+62.1%
WCC vs CPAY
+29.9%
+32.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.8% | +4.7% | +4.0% |
| 7D | +4.5% | +2.1% | +2.4% | +4.2% |
| 30D | -5.8% | +5.5% | -11.3% | -6.5% |
| 3M | -3.7% | +16.6% | -20.2% | -5.8% |
| 6M | +23.1% | +26.7% | -3.6% | +18.0% |
| YTD | +44.2% | +38.4% | +5.8% | +36.1% |
| 1Y | +62.1% | +30.1% | +32.0% | +63.1% |
| All | +62.1% | +29.9% | +32.2% | +63.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling