+312.0%
IVV vs CPAY
+215.6%
+96.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.1% |
| 7D | +3.3% | +2.0% | +1.3% | +2.6% |
| 30D | -2.7% | +14.3% | -16.9% | -7.3% |
| 3M | -1.7% | +11.3% | -13.0% | -5.6% |
| 6M | +3.2% | +34.8% | -31.6% | -7.8% |
| YTD | +12.0% | +51.5% | -39.5% | -5.5% |
| 1Y | +12.1% | +59.0% | -46.9% | -7.3% |
| 3Y | +78.6% | +97.2% | -18.6% | +32.1% |
| 5Y | +73.8% | +88.8% | -15.0% | +27.9% |
| All | +312.0% | +215.6% | +96.5% | +165.7% |
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