+1,978.3%
NOW vs CPAY
+1,239.8%
+738.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +0.9% |
| 7D | +0.3% | +1.6% | -1.3% | -0.5% |
| 30D | -27.0% | +17.6% | -44.6% | -33.1% |
| 3M | -19.6% | +8.7% | -28.3% | -23.4% |
| 6M | +17.5% | +39.5% | -22.1% | -1.0% |
| YTD | -33.3% | +53.6% | -86.9% | -47.8% |
| 1Y | -39.8% | +63.3% | -103.1% | -54.4% |
| 3Y | -19.9% | +101.7% | -121.6% | -47.9% |
| 5Y | -26.1% | +91.4% | -117.4% | -50.9% |
| 10Y | +518.7% | +221.7% | +297.1% | +178.8% |
| All | +1,978.3% | +1,239.8% | +738.5% | +437.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling