+46.5%
CVE vs CPAY
+1,565.5%
-1,518.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -0.9% |
| 7D | +2.5% | +2.1% | +0.4% | +1.3% |
| 30D | +16.7% | +5.5% | +11.2% | +13.1% |
| 3M | +9.3% | +16.6% | -7.3% | -0.6% |
| 6M | +43.6% | +26.7% | +16.9% | +22.4% |
| YTD | +93.6% | +38.4% | +55.2% | +53.7% |
| 1Y | +98.8% | +30.1% | +68.6% | +62.0% |
| 3Y | +73.6% | +52.6% | +21.0% | +22.2% |
| 5Y | +312.5% | +59.0% | +253.5% | +174.9% |
| 10Y | +161.0% | +148.4% | +12.7% | +47.1% |
| All | +46.5% | +1,565.5% | -1,518.9% | -61.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling