+177.9%
ROIV vs CPAY
+29.9%
+148.0%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.6% |
| 7D | +0.6% | +2.1% | -1.4% | +0.4% |
| 30D | +1.0% | +5.5% | -4.6% | +0.1% |
| 3M | +18.3% | +16.6% | +1.7% | +15.3% |
| 6M | +18.3% | +26.7% | -8.3% | +13.5% |
| YTD | +61.0% | +38.4% | +22.6% | +55.2% |
| 1Y | +177.9% | +30.1% | +147.7% | +203.3% |
| All | +177.9% | +29.9% | +148.0% | +203.3% |
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