+135.5%
CVE vs CPAY
+86.4%
+49.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -1.2% |
| 7D | -16.1% | +13.5% | -29.7% | -20.0% |
| 30D | -10.4% | +13.1% | -23.5% | -14.6% |
| 3M | -2.4% | +14.3% | -16.6% | -7.5% |
| 6M | -4.4% | +49.0% | -53.5% | -19.2% |
| YTD | +64.9% | +51.3% | +13.7% | +35.5% |
| 1Y | +66.0% | +63.7% | +2.3% | +30.9% |
| 3Y | +57.7% | +95.0% | -37.4% | +7.0% |
| All | +135.5% | +86.4% | +49.1% | +59.2% |
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