+530.2%
WCC vs CPAY
+155.2%
+375.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +3.8% |
| 7D | +1.5% | -2.0% | +3.5% | +2.7% |
| 30D | -2.1% | -0.4% | -1.8% | -2.3% |
| 3M | +3.8% | +16.4% | -12.5% | -6.7% |
| 6M | +35.0% | +23.5% | +11.5% | +15.0% |
| YTD | +46.4% | +35.7% | +10.7% | +15.4% |
| 1Y | +63.0% | +30.2% | +32.8% | +30.8% |
| 3Y | +133.9% | +49.7% | +84.2% | +68.6% |
| 5Y | +226.5% | +56.6% | +170.0% | +122.7% |
| All | +530.2% | +155.2% | +375.0% | +260.2% |
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