+683.1%
CTAS vs CPAY
+155.2%
+528.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.6% |
| 7D | +0.5% | -2.0% | +2.5% | +1.3% |
| 30D | -0.7% | -0.4% | -0.4% | -0.7% |
| 3M | +11.1% | +16.4% | -5.3% | +3.9% |
| 6M | +2.1% | +23.5% | -21.4% | -7.7% |
| YTD | +8.0% | +35.7% | -27.7% | -7.6% |
| 1Y | -0.5% | +30.2% | -30.6% | -13.7% |
| 3Y | +66.2% | +49.7% | +16.5% | +29.4% |
| 5Y | +109.2% | +56.6% | +52.6% | +54.1% |
| All | +683.1% | +155.2% | +528.0% | +383.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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