+30.8%
RIO vs CPAY
+59.0%
-28.2%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.0% | +0.6% | +3.5% |
| 7D | -1.6% | +5.7% | -7.3% | -1.8% |
| 30D | -11.6% | +4.2% | -15.8% | -11.8% |
| 3M | -12.7% | +5.6% | -18.3% | -13.0% |
| 6M | -12.4% | +34.7% | -47.1% | -13.5% |
| YTD | +11.0% | +39.1% | -28.1% | +10.6% |
| 1Y | +30.8% | +60.3% | -29.4% | +27.9% |
| All | +30.8% | +59.0% | -28.2% | +27.9% |
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 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