+333.1%
RCL vs CPAY
+155.2%
+177.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.5% |
| 7D | -1.9% | -2.0% | +0.1% | -0.4% |
| 30D | -15.5% | -0.4% | -15.2% | -15.5% |
| 3M | -9.7% | +16.4% | -26.0% | -20.7% |
| 6M | -8.7% | +23.5% | -32.3% | -25.2% |
| YTD | -5.8% | +35.7% | -41.4% | -29.9% |
| 1Y | -24.5% | +30.2% | -54.6% | -42.4% |
| 3Y | +173.9% | +49.7% | +124.2% | +76.8% |
| 5Y | +228.0% | +56.6% | +171.4% | +101.3% |
| All | +333.1% | +155.2% | +177.9% | +152.2% |
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