+142.0%
WEC vs CPAY
+155.2%
-13.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | 0.0% | 0.0% |
| 7D | -0.6% | -2.0% | +1.4% | -0.3% |
| 30D | -2.6% | -0.4% | -2.3% | -2.6% |
| 3M | -6.0% | +16.4% | -22.4% | -8.2% |
| 6M | -5.4% | +23.5% | -28.9% | -8.8% |
| YTD | +2.5% | +35.7% | -33.2% | -3.1% |
| 1Y | -0.7% | +30.2% | -30.9% | -5.7% |
| 3Y | +38.7% | +49.7% | -11.0% | +26.2% |
| 5Y | +31.7% | +56.6% | -24.9% | +16.6% |
| All | +142.0% | +155.2% | -13.1% | +94.5% |
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 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