+584.5%
RIO vs CPAY
+155.2%
+429.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.6% | +0.6% |
| 7D | -3.2% | -2.0% | -1.2% | -2.6% |
| 30D | +0.9% | -0.4% | +1.3% | +0.9% |
| 3M | -1.4% | +16.4% | -17.8% | -6.7% |
| 6M | +10.9% | +23.5% | -12.6% | +2.5% |
| YTD | +31.2% | +35.7% | -4.4% | +15.8% |
| 1Y | +67.9% | +30.2% | +37.7% | +49.6% |
| 3Y | +88.8% | +49.7% | +39.1% | +53.4% |
| 5Y | +93.1% | +56.6% | +36.6% | +50.2% |
| All | +584.5% | +155.2% | +429.3% | +328.0% |
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