+320.2%
CVE vs CPAY
+59.0%
+261.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.0% |
| 7D | +2.5% | +2.1% | +0.4% | +1.7% |
| 30D | +16.7% | +5.5% | +11.2% | +14.3% |
| 3M | +9.3% | +16.6% | -7.3% | +2.5% |
| 6M | +43.6% | +26.7% | +16.9% | +29.0% |
| YTD | +93.6% | +38.4% | +55.2% | +64.8% |
| 1Y | +98.8% | +30.1% | +68.6% | +73.2% |
| 3Y | +73.6% | +52.6% | +21.0% | +33.6% |
| All | +320.2% | +59.0% | +261.2% | +197.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling