+2,305.0%
WDC vs CPAY
+1,524.4%
+780.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.3% | +1.2% |
| 7D | +7.5% | -2.5% | +9.9% | +8.7% |
| 30D | +10.1% | +1.3% | +8.8% | +9.1% |
| 3M | -6.8% | +13.5% | -20.3% | -14.0% |
| 6M | +84.1% | +24.7% | +59.4% | +59.2% |
| YTD | +180.3% | +34.9% | +145.3% | +127.3% |
| 1Y | +411.1% | +29.7% | +381.4% | +318.7% |
| 3Y | +1,375.0% | +49.4% | +1,325.6% | +994.5% |
| 5Y | +991.6% | +53.5% | +938.1% | +681.8% |
| 10Y | +1,309.1% | +152.5% | +1,156.6% | +682.1% |
| All | +2,305.0% | +1,524.4% | +780.6% | +541.6% |
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