+35.8%
BEN vs CPAY
+55.3%
-19.5%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | 0.0% | 0.0% |
| 7D | -3.1% | -2.0% | -1.2% | -2.2% |
| 30D | +0.2% | -0.4% | +0.5% | +0.2% |
| 3M | +6.8% | +16.4% | -9.5% | -1.3% |
| 6M | +38.1% | +23.5% | +14.6% | +23.1% |
| YTD | +44.3% | +35.7% | +8.7% | +20.7% |
| 1Y | +42.6% | +30.2% | +12.4% | +21.3% |
| 3Y | +52.3% | +49.7% | +2.6% | +13.8% |
| All | +35.8% | +55.3% | -19.5% | -9.1% |
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 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