+143.3%
DELL vs CPAY
+59.0%
+84.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +3.0% | -11.8% | -9.5% |
| 7D | -24.6% | +5.7% | -30.3% | -25.7% |
| 30D | -32.5% | +4.2% | -36.7% | -33.3% |
| 3M | -20.2% | +5.6% | -25.8% | -21.4% |
| 6M | +76.5% | +34.7% | +41.8% | +61.0% |
| YTD | +198.9% | +39.1% | +159.8% | +175.8% |
| 1Y | +143.3% | +60.3% | +83.1% | +120.4% |
| All | +143.3% | +59.0% | +84.3% | +120.4% |
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