+425.9%
CORZ vs CPAY
+39.9%
+385.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.3% |
| 7D | +7.6% | -2.5% | +10.1% | +8.4% |
| 30D | -6.9% | +1.3% | -8.2% | -7.5% |
| 3M | -33.0% | +13.5% | -46.5% | -36.2% |
| 6M | +19.3% | +24.7% | -5.4% | +9.0% |
| YTD | +24.2% | +34.9% | -10.7% | +8.7% |
| 1Y | +24.5% | +29.7% | -5.2% | +10.6% |
| All | +425.9% | +39.9% | +385.9% | +393.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling