+1,188.5%
WDC vs CPAY
+155.2%
+1,033.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -3.0% |
| 7D | -4.3% | -2.0% | -2.4% | -3.4% |
| 30D | -1.5% | -0.4% | -1.1% | -1.5% |
| 3M | -15.5% | +16.4% | -31.8% | -23.3% |
| 6M | +66.5% | +23.5% | +42.9% | +44.0% |
| YTD | +159.9% | +35.7% | +124.2% | +108.2% |
| 1Y | +366.0% | +30.2% | +335.8% | +278.0% |
| 3Y | +1,285.8% | +49.7% | +1,236.1% | +907.6% |
| 5Y | +925.6% | +56.6% | +869.0% | +607.2% |
| All | +1,188.5% | +155.2% | +1,033.4% | +672.1% |
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 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