+59.0%
CPAY vs FGI
+51.2%
+7.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +6.2% | -7.5% | -1.4% |
| 7D | +2.0% | +13.5% | -11.5% | +1.8% |
| 30D | +14.3% | +17.1% | -2.8% | +13.8% |
| 3M | +11.3% | +78.0% | -66.7% | +8.7% |
| 6M | +34.8% | +46.4% | -11.7% | +31.7% |
| YTD | +51.5% | +47.7% | +3.8% | +46.7% |
| 1Y | +59.0% | +56.8% | +2.2% | +49.2% |
| All | +59.0% | +51.2% | +7.9% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 1y: compounded portfolio wealth divided by compounded FGI 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…
1y analysis · Full analysis span regression · 6 months rolling