+780.0%
NOW vs CPAY
+155.3%
+624.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.5% | -0.2% |
| 7D | -9.9% | -2.7% | -7.2% | -8.7% |
| 30D | +2.8% | +0.6% | +2.3% | +2.5% |
| 3M | +23.7% | +17.0% | +6.6% | +14.8% |
| 6M | +12.5% | +24.1% | -11.6% | +1.6% |
| YTD | -14.4% | +35.7% | -50.1% | -27.4% |
| 1Y | -29.0% | +34.0% | -63.0% | -39.7% |
| 3Y | +9.3% | +50.3% | -41.0% | -14.9% |
| 5Y | +1.2% | +56.7% | -55.4% | -24.2% |
| All | +780.0% | +155.3% | +624.7% | +417.3% |
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