-40.6%
FIS vs CPAY
+155.2%
-195.7%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.2% | +0.2% |
| 7D | -7.9% | -2.0% | -5.9% | -7.0% |
| 30D | -8.0% | -0.4% | -7.6% | -7.7% |
| 3M | +0.6% | +16.4% | -15.8% | -6.3% |
| 6M | -22.2% | +23.5% | -45.7% | -30.4% |
| YTD | -40.8% | +35.7% | -76.4% | -50.0% |
| 1Y | -41.5% | +30.2% | -71.7% | -49.8% |
| 3Y | -25.5% | +49.7% | -75.2% | -43.0% |
| 5Y | -64.8% | +56.6% | -121.3% | -74.1% |
| All | -40.6% | +155.2% | -195.7% | -62.9% |
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 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