+24.9%
DBX vs CPAY
+101.6%
-76.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.5% | +1.5% |
| 7D | +2.1% | -2.0% | +4.1% | +2.9% |
| 30D | +5.7% | -0.4% | +6.1% | +6.0% |
| 3M | +31.8% | +16.4% | +15.4% | +24.0% |
| 6M | +37.5% | +23.5% | +13.9% | +26.1% |
| YTD | +27.9% | +35.7% | -7.7% | +11.9% |
| 1Y | +15.0% | +30.2% | -15.1% | +1.7% |
| 3Y | +27.2% | +49.7% | -22.5% | +3.3% |
| 5Y | +12.8% | +56.6% | -43.8% | -12.1% |
| All | +24.9% | +101.6% | -76.7% | -29.3% |
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