+1,393.8%
CPAY vs RVTY
+434.9%
+958.9%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -1.3% |
| 7D | +0.6% | +0.4% | +0.2% | +0.4% |
| 30D | +3.6% | +10.8% | -7.2% | -0.8% |
| 3M | +16.6% | +26.8% | -10.1% | +4.9% |
| 6M | +29.5% | +39.3% | -9.9% | +11.2% |
| YTD | +35.3% | +31.6% | +3.7% | +18.5% |
| 1Y | +30.6% | +47.7% | -17.1% | +8.4% |
| 3Y | +49.7% | +19.9% | +29.8% | +30.9% |
| 5Y | +54.4% | -32.3% | +86.8% | +67.5% |
| 10Y | +142.8% | +138.4% | +4.4% | +36.2% |
| All | +1,393.8% | +434.9% | +958.9% | +497.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 all: compounded portfolio wealth divided by compounded RVTY 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…
all analysis · Full analysis span regression · 6 months rolling