+231.8%
ACWI vs CPAY
+144.7%
+87.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | 0.0% | -2.5% | +2.5% | +0.8% |
| 30D | -0.6% | +1.3% | -1.9% | -1.1% |
| 3M | +4.3% | +13.5% | -9.2% | -0.3% |
| 6M | +12.7% | +24.7% | -12.0% | +3.8% |
| YTD | +13.9% | +34.9% | -21.0% | +1.3% |
| 1Y | +20.5% | +29.7% | -9.2% | +8.1% |
| 3Y | +76.5% | +49.4% | +27.1% | +46.8% |
| 5Y | +67.5% | +53.5% | +14.0% | +34.7% |
| 10Y | +231.8% | +152.5% | +79.4% | +126.7% |
| All | +231.8% | +144.7% | +87.1% | +126.7% |
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