+313.6%
IVV vs CPAY
+155.3%
+158.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.8% |
| 7D | -2.0% | -2.7% | +0.7% | -1.1% |
| 30D | -1.6% | +0.6% | -2.2% | -1.9% |
| 3M | +4.8% | +17.0% | -12.3% | -1.2% |
| 6M | +12.6% | +24.1% | -11.6% | +3.4% |
| YTD | +11.8% | +35.7% | -24.0% | -1.6% |
| 1Y | +17.6% | +34.0% | -16.4% | +3.4% |
| 3Y | +77.0% | +50.3% | +26.8% | +45.5% |
| 5Y | +82.6% | +56.7% | +25.9% | +44.2% |
| All | +313.6% | +155.3% | +158.3% | +181.5% |
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