+23.2%
DOC vs CPAY
+66.2%
-43.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.1% |
| 7D | +4.3% | +13.1% | -8.7% | +3.0% |
| 30D | +9.2% | +15.5% | -6.4% | +7.5% |
| 3M | -0.8% | +14.7% | -15.5% | -2.3% |
| 6M | +7.1% | +33.6% | -26.5% | +4.0% |
| YTD | +34.0% | +52.7% | -18.8% | +27.1% |
| 1Y | +23.2% | +63.5% | -40.3% | +14.7% |
| All | +23.2% | +66.2% | -43.0% | +14.7% |
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