+213.5%
PAAS vs CPAY
+155.2%
+58.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.6% | -0.6% |
| 7D | -1.9% | -2.0% | 0.0% | -1.5% |
| 30D | -3.6% | -0.4% | -3.2% | -3.6% |
| 3M | +8.6% | +16.4% | -7.8% | +4.4% |
| 6M | -16.7% | +23.5% | -40.2% | -21.2% |
| YTD | -1.9% | +35.7% | -37.6% | -9.6% |
| 1Y | +38.0% | +30.2% | +7.8% | +27.9% |
| 3Y | +234.9% | +49.7% | +185.2% | +192.9% |
| 5Y | +119.5% | +56.6% | +62.9% | +85.4% |
| All | +213.5% | +155.2% | +58.3% | +118.2% |
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