+514.0%
NOW vs CPAY
+219.9%
+294.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +0.9% |
| 7D | +0.3% | +1.6% | -1.3% | -0.4% |
| 30D | -27.0% | +17.6% | -44.6% | -32.7% |
| 3M | -19.6% | +8.7% | -28.3% | -23.2% |
| 6M | +17.5% | +39.5% | -22.1% | 0.0% |
| YTD | -33.3% | +53.6% | -86.9% | -46.9% |
| 1Y | -39.8% | +63.3% | -103.1% | -53.6% |
| 3Y | -19.9% | +101.7% | -121.6% | -46.6% |
| 5Y | -26.1% | +91.4% | -117.4% | -49.7% |
| All | +514.0% | +219.9% | +294.1% | +210.4% |
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 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