+242.5%
GLDM vs CPAY
+93.3%
+149.2%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.5% | -1.7% |
| 7D | +0.7% | +0.6% | +0.2% | +0.7% |
| 30D | +0.3% | +3.6% | -3.3% | +0.3% |
| 3M | +0.7% | +16.6% | -15.9% | +0.6% |
| 6M | -15.4% | +29.5% | -44.9% | -15.5% |
| YTD | +1.0% | +35.3% | -34.3% | +0.9% |
| 1Y | +19.7% | +30.6% | -10.9% | +19.7% |
| 3Y | +126.5% | +49.7% | +76.8% | +125.7% |
| 5Y | +142.5% | +54.4% | +88.1% | +140.2% |
| All | +242.5% | +93.3% | +149.2% | +234.7% |
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