+260.6%
ECHO vs CPAY
+53.2%
+207.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.3% |
| 7D | +2.3% | -2.7% | +5.0% | +3.5% |
| 30D | +4.4% | +0.6% | +3.8% | +4.0% |
| 3M | -20.3% | +17.0% | -37.3% | -26.2% |
| 6M | -15.3% | +24.1% | -39.5% | -24.1% |
| YTD | -15.5% | +35.7% | -51.2% | -28.6% |
| 1Y | +15.0% | +34.0% | -19.0% | -2.7% |
| 3Y | +409.1% | +50.3% | +358.9% | +301.3% |
| 5Y | +260.6% | +56.7% | +204.0% | +162.9% |
| All | +260.6% | +53.2% | +207.5% | +162.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling