+505.0%
PFG vs CPAY
+1,528.2%
-1,023.2%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | -0.2% |
| 7D | +6.0% | +0.6% | +5.4% | +5.7% |
| 30D | +2.2% | +3.6% | -1.4% | +0.2% |
| 3M | +10.4% | +16.6% | -6.3% | +1.1% |
| 6M | +27.8% | +29.5% | -1.7% | +9.1% |
| YTD | +33.6% | +35.3% | -1.6% | +9.7% |
| 1Y | +49.3% | +30.6% | +18.7% | +24.1% |
| 3Y | +69.7% | +49.7% | +20.0% | +26.4% |
| 5Y | +111.3% | +54.4% | +56.9% | +50.4% |
| 10Y | +240.3% | +142.8% | +97.5% | +88.4% |
| All | +505.0% | +1,528.2% | -1,023.2% | +33.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling