+4,782.6%
DELL vs CPAY
+142.3%
+4,640.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | +8.7% | -2.5% | +11.2% | +9.9% |
| 30D | +16.9% | +1.3% | +15.6% | +16.3% |
| 3M | +40.4% | +13.5% | +26.9% | +31.8% |
| 6M | +267.1% | +24.7% | +242.3% | +230.7% |
| YTD | +329.1% | +34.9% | +294.2% | +269.3% |
| 1Y | +346.9% | +29.7% | +317.2% | +288.6% |
| 3Y | +696.6% | +49.4% | +647.3% | +549.3% |
| 5Y | +1,106.2% | +53.5% | +1,052.7% | +850.9% |
| 10Y | +4,177.7% | +152.5% | +4,025.3% | +2,785.4% |
| All | +4,782.6% | +142.3% | +4,640.3% | +3,243.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling