+92.4%
ROIV vs CPAY
+59.0%
+33.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.0% | +3.1% | +5.7% |
| 7D | +3.0% | +5.7% | -2.7% | +2.3% |
| 30D | +6.8% | +4.2% | +2.6% | +6.3% |
| 3M | +10.5% | +5.6% | +5.0% | +9.4% |
| 6M | +34.8% | +34.7% | +0.1% | +27.0% |
| YTD | +76.2% | +39.1% | +37.1% | +67.7% |
| 1Y | +92.4% | +60.3% | +32.1% | +78.8% |
| All | +92.4% | +59.0% | +33.4% | +78.8% |
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