+90.1%
OKTA vs CPAY
+29.9%
+60.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.4% |
| 7D | +2.6% | +2.1% | +0.5% | +1.8% |
| 30D | +16.0% | +5.5% | +10.5% | +13.5% |
| 3M | +38.2% | +16.6% | +21.6% | +29.4% |
| 6M | +137.8% | +26.7% | +111.1% | +116.2% |
| YTD | +97.3% | +38.4% | +58.9% | +75.3% |
| 1Y | +90.1% | +30.1% | +60.0% | +78.3% |
| All | +90.1% | +29.9% | +60.2% | +78.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling