+622.4%
WCC vs CPAY
+1,524.4%
-901.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.2% |
| 7D | +6.8% | -2.5% | +9.3% | +8.2% |
| 30D | -3.0% | +1.3% | -4.3% | -4.1% |
| 3M | +0.2% | +13.5% | -13.3% | -7.9% |
| 6M | +33.2% | +24.7% | +8.4% | +14.1% |
| YTD | +45.8% | +34.9% | +10.9% | +17.6% |
| 1Y | +68.4% | +29.7% | +38.7% | +37.8% |
| 3Y | +131.1% | +49.4% | +81.7% | +72.4% |
| 5Y | +225.6% | +53.5% | +172.1% | +134.5% |
| 10Y | +534.2% | +152.5% | +381.7% | +257.5% |
| All | +622.4% | +1,524.4% | -901.9% | +67.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling