+38.2%
RGEN vs CPAY
+33.9%
+4.3%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | -1.4% | -2.0% | +0.5% | -1.1% |
| 30D | -0.3% | -0.4% | 0.0% | -0.3% |
| 3M | +23.9% | +16.4% | +7.5% | +19.9% |
| 6M | +38.5% | +23.5% | +15.0% | +32.7% |
| YTD | +0.8% | +35.7% | -34.8% | -4.7% |
| 1Y | +38.2% | +30.2% | +8.0% | +30.0% |
| All | +38.2% | +33.9% | +4.3% | +30.0% |
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 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