-81.4%
PATH vs CPAY
+61.1%
-142.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.5% | -1.4% |
| 7D | -2.3% | +13.1% | -15.3% | -10.4% |
| 30D | -4.8% | +15.5% | -20.3% | -14.0% |
| 3M | -17.7% | +14.7% | -32.4% | -25.1% |
| 6M | +18.9% | +33.6% | -14.7% | -2.3% |
| YTD | -21.7% | +52.7% | -74.5% | -42.8% |
| 1Y | -9.6% | +63.5% | -73.2% | -37.5% |
| 3Y | -25.8% | +98.8% | -124.6% | -60.0% |
| 5Y | -77.1% | +88.6% | -165.7% | -87.5% |
| All | -81.4% | +61.1% | -142.5% | -89.6% |
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