-36.2%
CLX vs CPAY
+49.1%
-85.3%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.1% | -1.1% |
| 7D | -5.7% | -2.0% | -3.7% | -5.4% |
| 30D | -17.0% | -0.4% | -16.7% | -17.0% |
| 3M | -9.7% | +16.4% | -26.0% | -11.5% |
| 6M | -19.8% | +23.5% | -43.4% | -22.3% |
| YTD | -9.8% | +35.7% | -45.5% | -14.3% |
| 1Y | -26.2% | +30.2% | -56.3% | -29.3% |
| 3Y | -36.2% | +49.7% | -85.9% | -44.7% |
| All | -36.2% | +49.1% | -85.3% | -44.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling