+1,218.2%
BE vs CPAY
+53.2%
+1,165.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.6% | -4.6% | -4.3% |
| 7D | +9.7% | -2.7% | +12.4% | +11.3% |
| 30D | +22.4% | +0.6% | +21.8% | +21.6% |
| 3M | +10.4% | +17.0% | -6.7% | -1.5% |
| 6M | +67.9% | +24.1% | +43.7% | +41.6% |
| YTD | +197.5% | +35.7% | +161.8% | +128.4% |
| 1Y | +310.6% | +34.0% | +276.5% | +213.4% |
| 3Y | +1,657.2% | +50.3% | +1,607.0% | +1,016.6% |
| 5Y | +1,218.2% | +56.7% | +1,161.5% | +699.9% |
| All | +1,218.2% | +53.2% | +1,165.0% | +699.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling