+135.0%
DAL vs CPAY
+144.7%
-9.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | 0.0% | -0.1% |
| 7D | +0.8% | -2.5% | +3.3% | +2.3% |
| 30D | -11.7% | +1.3% | -13.0% | -12.5% |
| 3M | -2.7% | +13.5% | -16.2% | -10.5% |
| 6M | +30.7% | +24.7% | +5.9% | +11.7% |
| YTD | +14.4% | +34.9% | -20.6% | -8.3% |
| 1Y | +31.2% | +29.7% | +1.5% | +7.0% |
| 3Y | +99.4% | +49.4% | +50.1% | +46.5% |
| 5Y | +98.6% | +53.5% | +45.1% | +40.8% |
| 10Y | +135.0% | +152.5% | -17.5% | +38.1% |
| All | +135.0% | +144.7% | -9.7% | +38.1% |
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 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