-81.2%
PATH vs CPAY
+60.5%
-141.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.6% |
| 7D | -2.7% | +11.9% | -14.6% | -10.1% |
| 30D | -3.7% | +15.1% | -18.8% | -12.8% |
| 3M | -13.8% | +16.5% | -30.3% | -22.4% |
| 6M | +20.3% | +33.1% | -12.8% | -0.9% |
| YTD | -20.8% | +52.2% | -73.0% | -42.0% |
| 1Y | -9.2% | +65.6% | -74.8% | -37.8% |
| 3Y | -21.8% | +100.2% | -122.0% | -58.1% |
| 5Y | -77.4% | +87.6% | -165.0% | -87.7% |
| All | -81.2% | +60.5% | -141.7% | -89.4% |
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