+49.7%
CPAY vs TW
+19.1%
+30.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.2% |
| 7D | -2.0% | -4.5% | +2.5% | -0.6% |
| 30D | -0.4% | -2.3% | +1.9% | +0.2% |
| 3M | +16.4% | +2.6% | +13.8% | +15.0% |
| 6M | +23.5% | -17.5% | +41.1% | +30.5% |
| YTD | +35.7% | -5.3% | +41.0% | +35.9% |
| 1Y | +30.2% | -14.8% | +44.9% | +34.2% |
| 3Y | +49.7% | +18.8% | +30.9% | +49.5% |
| All | +49.7% | +19.1% | +30.7% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 3y: compounded portfolio wealth divided by compounded TW 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…
3y analysis · Full analysis span regression · 6 months rolling