+252.5%
BURL vs CPAY
+203.9%
+48.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.6% | -1.4% |
| 7D | +5.9% | +13.1% | -7.2% | -0.5% |
| 30D | -8.3% | +15.5% | -23.8% | -14.7% |
| 3M | -31.6% | +14.7% | -46.3% | -36.3% |
| 6M | -16.6% | +33.6% | -50.2% | -28.3% |
| YTD | -12.1% | +52.7% | -64.8% | -30.9% |
| 1Y | -10.0% | +63.5% | -73.5% | -31.8% |
| 3Y | +94.3% | +98.8% | -4.5% | +28.0% |
| 5Y | -13.2% | +88.6% | -101.8% | -42.3% |
| 10Y | +252.5% | +213.8% | +38.7% | +104.7% |
| All | +252.5% | +203.9% | +48.6% | +104.7% |
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