+177.9%
KO vs CPAY
+155.3%
+22.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.2% |
| 7D | -1.1% | -2.7% | +1.6% | -0.6% |
| 30D | +1.6% | +0.6% | +1.0% | +1.4% |
| 3M | +5.8% | +17.0% | -11.3% | +2.5% |
| 6M | +14.3% | +24.1% | -9.8% | +9.0% |
| YTD | +27.3% | +35.7% | -8.4% | +18.4% |
| 1Y | +33.2% | +34.0% | -0.8% | +23.9% |
| 3Y | +64.5% | +50.3% | +14.2% | +44.9% |
| 5Y | +83.1% | +56.7% | +26.5% | +56.0% |
| All | +177.9% | +155.3% | +22.5% | +119.5% |
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