+96.7%
DGX vs CPAY
+49.1%
+47.6%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.7% | +1.7% |
| 7D | -0.9% | -2.0% | +1.1% | -0.7% |
| 30D | -1.2% | -0.4% | -0.8% | -1.1% |
| 3M | +15.8% | +16.4% | -0.6% | +13.6% |
| 6M | +18.2% | +23.5% | -5.3% | +15.0% |
| YTD | +37.2% | +35.7% | +1.5% | +31.3% |
| 1Y | +30.4% | +30.2% | +0.2% | +25.3% |
| 3Y | +96.7% | +49.7% | +47.0% | +82.9% |
| All | +96.7% | +49.1% | +47.6% | +82.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling