+252.1%
INTC vs CPAY
+155.2%
+97.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | +7.5% | -2.0% | +9.4% | +8.2% |
| 30D | +2.0% | -0.4% | +2.3% | +1.9% |
| 3M | -12.0% | +16.4% | -28.3% | -18.7% |
| 6M | +114.5% | +23.5% | +91.0% | +92.2% |
| YTD | +179.0% | +35.7% | +143.3% | +137.0% |
| 1Y | +318.3% | +30.2% | +288.1% | +259.7% |
| 3Y | +171.2% | +49.7% | +121.5% | +117.4% |
| 5Y | +107.6% | +56.6% | +51.0% | +59.4% |
| All | +252.1% | +155.2% | +97.0% | +138.0% |
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