+76.9%
IVV vs CPAY
+99.6%
-22.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.7% | -0.4% |
| 7D | -0.6% | +13.1% | -13.6% | -3.5% |
| 30D | -3.7% | +15.5% | -19.2% | -7.0% |
| 3M | -2.7% | +14.7% | -17.4% | -6.0% |
| 6M | +2.2% | +33.6% | -31.4% | -5.1% |
| YTD | +10.9% | +52.7% | -41.8% | -1.8% |
| 1Y | +11.3% | +63.5% | -52.2% | -3.7% |
| 3Y | +76.9% | +98.8% | -21.9% | +46.4% |
| All | +76.9% | +99.6% | -22.7% | +46.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling