+1,003.0%
BE vs CPAY
+85.0%
+918.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.1% | +6.7% | +6.7% |
| 7D | +9.0% | -2.0% | +11.0% | +10.3% |
| 30D | +16.3% | -0.4% | +16.6% | +16.1% |
| 3M | +10.8% | +16.4% | -5.6% | -2.0% |
| 6M | +73.2% | +23.5% | +49.7% | +44.0% |
| YTD | +217.4% | +35.7% | +181.7% | +139.0% |
| 1Y | +309.8% | +30.2% | +279.6% | +212.8% |
| 3Y | +1,726.2% | +49.7% | +1,676.4% | +1,089.7% |
| 5Y | +1,306.2% | +56.6% | +1,249.6% | +787.7% |
| All | +1,003.0% | +85.0% | +918.0% | +525.2% |
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