+222.8%
CPAY vs CASY
+555.0%
-332.2%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +1.1% |
| 7D | +1.6% | +3.6% | -2.0% | +0.4% |
| 30D | +17.6% | +9.1% | +8.6% | +14.4% |
| 3M | +8.7% | -16.5% | +25.2% | +14.4% |
| 6M | +39.5% | -19.7% | +59.2% | +47.0% |
| YTD | +53.6% | +29.3% | +24.3% | +34.7% |
| 1Y | +63.3% | +33.1% | +30.1% | +41.2% |
| 3Y | +101.7% | +158.5% | -56.8% | +30.9% |
| 5Y | +91.4% | +266.7% | -175.3% | +5.0% |
| All | +222.8% | +555.0% | -332.2% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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