-4.4%
CLX vs CPAY
+155.2%
-159.5%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.1% | -1.1% |
| 7D | -5.7% | -2.0% | -3.7% | -5.6% |
| 30D | -17.0% | -0.4% | -16.7% | -17.0% |
| 3M | -9.7% | +16.4% | -26.0% | -10.6% |
| 6M | -19.8% | +23.5% | -43.4% | -21.1% |
| YTD | -9.8% | +35.7% | -45.5% | -12.0% |
| 1Y | -26.2% | +30.2% | -56.3% | -27.8% |
| 3Y | -36.2% | +49.7% | -85.9% | -38.2% |
| 5Y | -38.3% | +56.6% | -94.9% | -41.0% |
| All | -4.4% | +155.2% | -159.5% | -13.9% |
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 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