-61.5%
DOCS vs CPAY
+29.9%
-91.5%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.6% |
| 7D | -1.4% | +2.1% | -3.5% | -1.9% |
| 30D | +21.8% | +5.5% | +16.3% | +20.1% |
| 3M | +27.3% | +16.6% | +10.7% | +22.0% |
| 6M | -0.3% | +26.7% | -27.0% | -6.1% |
| YTD | -40.5% | +38.4% | -78.9% | -44.4% |
| 1Y | -61.5% | +30.1% | -91.7% | -62.7% |
| All | -61.5% | +29.9% | -91.5% | -62.7% |
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