+192.5%
ECHO vs CPAY
+155.2%
+37.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.4% |
| 7D | +3.7% | -2.0% | +5.7% | +4.5% |
| 30D | +0.7% | -0.4% | +1.0% | +0.7% |
| 3M | -27.3% | +16.4% | -43.7% | -32.1% |
| 6M | -17.0% | +23.5% | -40.5% | -24.7% |
| YTD | -14.3% | +35.7% | -50.0% | -26.3% |
| 1Y | +20.9% | +30.2% | -9.3% | +5.5% |
| 3Y | +423.0% | +49.7% | +373.2% | +327.0% |
| 5Y | +265.7% | +56.6% | +209.1% | +186.7% |
| All | +192.5% | +155.2% | +37.3% | +99.5% |
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