-40.4%
WU vs CPAY
+155.2%
-195.5%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.6% | +0.6% |
| 7D | -3.5% | -2.0% | -1.5% | -2.7% |
| 30D | -2.9% | -0.4% | -2.6% | -2.7% |
| 3M | -2.3% | +16.4% | -18.6% | -7.9% |
| 6M | -25.4% | +23.5% | -48.9% | -31.8% |
| YTD | -21.2% | +35.7% | -56.9% | -31.4% |
| 1Y | -8.9% | +30.2% | -39.0% | -19.6% |
| 3Y | -29.0% | +49.7% | -78.7% | -42.6% |
| 5Y | -50.7% | +56.6% | -107.3% | -61.7% |
| All | -40.4% | +155.2% | -195.5% | -60.9% |
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