+29.7%
Q vs CPAY
+42.3%
-12.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -1.7% |
| 7D | +4.1% | -2.7% | +6.8% | +4.2% |
| 30D | -10.7% | +0.6% | -11.3% | -10.8% |
| 3M | -11.7% | +17.0% | -28.7% | -12.4% |
| 6M | +8.3% | +24.1% | -15.8% | +6.4% |
| YTD | +51.3% | +35.7% | +15.6% | +48.3% |
| All | +29.7% | +42.3% | -12.5% | +26.0% |
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