+482.1%
WWD vs CPAY
+155.2%
+327.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.4% | +1.4% |
| 7D | -2.6% | -2.0% | -0.6% | -1.6% |
| 30D | -6.9% | -0.4% | -6.6% | -7.0% |
| 3M | -13.0% | +16.4% | -29.4% | -20.3% |
| 6M | -12.5% | +23.5% | -36.0% | -23.1% |
| YTD | +11.8% | +35.7% | -23.8% | -8.1% |
| 1Y | +41.1% | +30.2% | +10.9% | +17.7% |
| 3Y | +163.1% | +49.7% | +113.3% | +94.0% |
| 5Y | +187.6% | +56.6% | +131.1% | +98.6% |
| All | +482.1% | +155.2% | +327.0% | +238.1% |
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