+149.2%
CPAY vs HRB
+209.1%
-59.9%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.2% |
| 7D | -2.0% | -8.0% | +6.1% | +0.3% |
| 30D | -0.4% | -16.0% | +15.6% | +4.4% |
| 3M | +16.4% | +26.9% | -10.5% | +8.0% |
| 6M | +23.5% | +51.1% | -27.6% | +8.1% |
| YTD | +35.7% | +7.1% | +28.6% | +30.6% |
| 1Y | +30.2% | -9.6% | +39.8% | +31.3% |
| 3Y | +49.7% | +25.4% | +24.3% | +33.7% |
| 5Y | +56.6% | +114.9% | -58.4% | +16.2% |
| All | +149.2% | +209.1% | -59.9% | +60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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