+56.1%
CDE vs CPAY
+155.2%
-99.1%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.2% | +1.2% |
| 7D | -3.1% | -2.0% | -1.1% | -2.3% |
| 30D | +9.5% | -0.4% | +9.8% | +9.5% |
| 3M | +25.5% | +16.4% | +9.1% | +16.5% |
| 6M | -7.9% | +23.5% | -31.4% | -17.1% |
| YTD | +15.6% | +35.7% | -20.1% | -1.1% |
| 1Y | +34.0% | +30.2% | +3.9% | +16.0% |
| 3Y | +791.9% | +49.7% | +742.2% | +599.9% |
| 5Y | +197.7% | +56.6% | +141.2% | +123.9% |
| All | +56.1% | +155.2% | -99.1% | -2.5% |
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