+153.8%
GEN vs CPAY
+155.2%
-1.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.0% | +1.0% |
| 7D | -1.3% | -2.0% | +0.7% | -0.7% |
| 30D | +6.1% | -0.4% | +6.5% | +6.3% |
| 3M | +27.0% | +16.4% | +10.6% | +21.4% |
| 6M | +43.9% | +23.5% | +20.3% | +35.3% |
| YTD | +13.0% | +35.7% | -22.7% | +3.2% |
| 1Y | +4.0% | +30.2% | -26.1% | -4.2% |
| 3Y | +66.2% | +49.7% | +16.5% | +46.2% |
| 5Y | +23.2% | +56.6% | -33.4% | +5.4% |
| All | +153.8% | +155.2% | -1.4% | +88.1% |
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