+148.6%
CVE vs CPAY
+219.9%
-71.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | -0.1% |
| 7D | +5.9% | +1.6% | +4.4% | +5.0% |
| 30D | -10.9% | +17.6% | -28.5% | -19.6% |
| 3M | -4.5% | +8.7% | -13.2% | -10.1% |
| 6M | -1.0% | +39.5% | -40.5% | -20.7% |
| YTD | +74.7% | +53.6% | +21.1% | +26.2% |
| 1Y | +65.8% | +63.3% | +2.6% | +14.5% |
| 3Y | +73.2% | +101.7% | -28.5% | -4.8% |
| 5Y | +155.6% | +91.4% | +64.2% | +39.8% |
| All | +148.6% | +219.9% | -71.3% | +25.4% |
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