+3,140.8%
PWR vs CPAY
+1,528.2%
+1,612.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.2% | +4.6% | +3.2% |
| 7D | +4.5% | +0.6% | +4.0% | +4.2% |
| 30D | -4.9% | +3.6% | -8.5% | -6.5% |
| 3M | -7.9% | +16.6% | -24.5% | -14.2% |
| 6M | +18.3% | +29.5% | -11.1% | +4.2% |
| YTD | +51.5% | +35.3% | +16.2% | +29.4% |
| 1Y | +70.3% | +30.6% | +39.7% | +46.4% |
| 3Y | +210.6% | +49.7% | +160.9% | +145.1% |
| 5Y | +456.7% | +54.4% | +402.2% | +323.4% |
| 10Y | +2,396.1% | +142.8% | +2,253.3% | +1,383.3% |
| All | +3,140.8% | +1,528.2% | +1,612.6% | +861.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling