+305.2%
CG vs CPAY
+155.2%
+150.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | -9.9% | -2.0% | -7.9% | -8.8% |
| 30D | -11.7% | -0.4% | -11.3% | -11.4% |
| 3M | -4.3% | +16.4% | -20.6% | -12.7% |
| 6M | -8.8% | +23.5% | -32.3% | -20.4% |
| YTD | -26.9% | +35.7% | -62.5% | -40.5% |
| 1Y | -35.4% | +30.2% | -65.6% | -46.4% |
| 3Y | +43.0% | +49.7% | -6.7% | +9.8% |
| 5Y | +1.9% | +56.6% | -54.7% | -25.0% |
| All | +305.2% | +155.2% | +150.0% | +151.8% |
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