+319.1%
DELL vs CPAY
+29.9%
+289.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.7% |
| 7D | +14.9% | +2.1% | +12.8% | +14.3% |
| 30D | +13.3% | +5.5% | +7.7% | +11.7% |
| 3M | +24.4% | +16.6% | +7.8% | +18.9% |
| 6M | +258.0% | +26.7% | +231.3% | +231.0% |
| YTD | +320.2% | +38.4% | +281.8% | +290.8% |
| 1Y | +319.1% | +30.1% | +288.9% | +284.0% |
| All | +319.1% | +29.9% | +289.1% | +284.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling