+1,428.0%
CPAY vs SUI
+556.9%
+871.1%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.6% |
| 7D | +2.1% | -2.8% | +4.9% | +3.3% |
| 30D | +5.5% | -1.2% | +6.7% | +6.0% |
| 3M | +16.6% | -1.7% | +18.3% | +17.3% |
| 6M | +26.7% | -10.5% | +37.1% | +32.2% |
| YTD | +38.4% | -1.8% | +40.2% | +38.6% |
| 1Y | +30.1% | -4.1% | +34.2% | +31.5% |
| 3Y | +52.6% | +11.3% | +41.3% | +42.1% |
| 5Y | +59.0% | -32.1% | +91.1% | +79.7% |
| 10Y | +148.4% | +110.4% | +37.9% | +79.3% |
| All | +1,428.0% | +556.9% | +871.1% | +569.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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