+368.8%
ORCL vs CPAY
+144.7%
+224.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | +10.9% | -2.5% | +13.4% | +11.8% |
| 30D | +7.0% | +1.3% | +5.7% | +6.5% |
| 3M | -21.2% | +13.5% | -34.7% | -24.7% |
| 6M | +7.4% | +24.7% | -17.3% | -0.6% |
| YTD | -16.3% | +34.9% | -51.2% | -25.1% |
| 1Y | -32.3% | +29.7% | -62.0% | -39.2% |
| 3Y | +32.6% | +49.4% | -16.8% | +12.0% |
| 5Y | +93.1% | +53.5% | +39.6% | +58.1% |
| 10Y | +368.8% | +152.5% | +216.3% | +223.5% |
| All | +368.8% | +144.7% | +224.1% | +223.5% |
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