+4,404.4%
DELL vs CPAY
+155.2%
+4,249.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.1% | +12.0% | +12.0% |
| 7D | +8.2% | -2.0% | +10.2% | +9.1% |
| 30D | +17.1% | -0.4% | +17.4% | +17.3% |
| 3M | +45.2% | +16.4% | +28.8% | +34.6% |
| 6M | +286.8% | +23.5% | +263.3% | +249.8% |
| YTD | +354.8% | +35.7% | +319.1% | +290.3% |
| 1Y | +358.3% | +30.2% | +328.1% | +297.9% |
| 3Y | +724.9% | +49.7% | +675.2% | +571.3% |
| 5Y | +1,193.7% | +56.6% | +1,137.1% | +911.3% |
| All | +4,404.4% | +155.2% | +4,249.3% | +2,929.1% |
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