+159.8%
CVE vs CPAY
+142.6%
+17.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.2% | +4.8% | +3.8% |
| 7D | +0.2% | +0.6% | -0.4% | -0.3% |
| 30D | +17.5% | +3.6% | +13.9% | +14.8% |
| 3M | +16.2% | +16.6% | -0.4% | +4.8% |
| 6M | +47.8% | +29.5% | +18.3% | +22.3% |
| YTD | +98.5% | +35.3% | +63.2% | +56.1% |
| 1Y | +109.8% | +30.6% | +79.1% | +66.8% |
| 3Y | +75.5% | +49.7% | +25.7% | +18.9% |
| 5Y | +341.6% | +54.4% | +287.1% | +181.6% |
| 10Y | +159.8% | +142.8% | +17.0% | +42.9% |
| All | +159.8% | +142.6% | +17.2% | +42.9% |
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