+21.3%
RGEN vs CPAY
+59.0%
-37.8%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.0% | -3.0% | -0.6% |
| 7D | -3.5% | +5.7% | -9.3% | -4.6% |
| 30D | -6.0% | +4.2% | -10.2% | -6.8% |
| 3M | +19.0% | +5.6% | +13.4% | +17.5% |
| 6M | +50.7% | +34.7% | +16.1% | +41.1% |
| YTD | +8.8% | +39.1% | -30.4% | +1.8% |
| 1Y | +21.3% | +60.3% | -39.0% | +5.7% |
| All | +21.3% | +59.0% | -37.8% | +5.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling