+11.8%
NOW vs CPAY
+49.5%
-37.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.2% | -2.8% | -4.1% |
| 7D | -6.1% | +0.6% | -6.6% | -6.3% |
| 30D | +7.5% | +3.6% | +3.9% | +5.9% |
| 3M | +17.5% | +16.6% | +0.9% | +10.5% |
| 6M | +7.9% | +29.5% | -21.5% | -1.8% |
| YTD | -12.4% | +35.3% | -47.7% | -22.8% |
| 1Y | -28.6% | +30.6% | -59.2% | -36.1% |
| 3Y | +11.8% | +49.7% | -37.9% | -2.8% |
| All | +11.8% | +49.5% | -37.7% | -2.8% |
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