+114.2%
DAL vs CPAY
+86.4%
+27.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.6% | +4.7% | +4.9% |
| 7D | +10.0% | +11.9% | -1.8% | +2.6% |
| 30D | +12.0% | +15.1% | -3.1% | +2.7% |
| 3M | +0.8% | +16.5% | -15.8% | -8.5% |
| 6M | +26.2% | +33.1% | -7.0% | +5.0% |
| YTD | +33.7% | +52.2% | -18.5% | -0.8% |
| 1Y | +57.6% | +65.6% | -8.0% | +9.9% |
| 3Y | +183.5% | +100.2% | +83.3% | +68.2% |
| 5Y | +114.2% | +87.6% | +26.5% | +36.9% |
| All | +114.2% | +86.4% | +27.8% | +36.9% |
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