+957.1%
WDC vs CPAY
+53.2%
+903.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.6% | -5.0% | -4.7% |
| 7D | +4.4% | -2.7% | +7.1% | +5.5% |
| 30D | +5.3% | +0.6% | +4.7% | +4.9% |
| 3M | -5.9% | +17.0% | -23.0% | -13.0% |
| 6M | +73.2% | +24.1% | +49.1% | +54.0% |
| YTD | +167.8% | +35.7% | +132.1% | +122.6% |
| 1Y | +386.0% | +34.0% | +352.0% | +302.5% |
| 3Y | +1,309.7% | +50.3% | +1,259.4% | +972.9% |
| 5Y | +957.1% | +56.7% | +900.4% | +628.5% |
| All | +957.1% | +53.2% | +903.9% | +628.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling