+400.8%
GEN vs CPAY
+1,748.9%
-1,348.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.4% | +1.0% | +2.0% |
| 7D | +2.0% | +1.6% | +0.5% | +1.6% |
| 30D | +27.7% | +17.6% | +10.1% | +21.6% |
| 3M | +3.3% | +8.7% | -5.4% | +0.7% |
| 6M | +31.8% | +39.5% | -7.7% | +19.3% |
| YTD | +13.5% | +53.6% | -40.1% | -0.4% |
| 1Y | +16.0% | +63.3% | -47.2% | 0.0% |
| 3Y | +70.6% | +101.7% | -31.1% | +37.1% |
| 5Y | +32.1% | +91.4% | -59.3% | +6.0% |
| 10Y | +153.4% | +221.7% | -68.2% | +64.9% |
| All | +400.8% | +1,748.9% | -1,348.1% | +83.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling