+293.7%
ROIV vs CPAY
+50.8%
+242.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.7% | -2.2% |
| 7D | +19.0% | -2.7% | +21.6% | +19.6% |
| 30D | +16.1% | +0.6% | +15.6% | +15.7% |
| 3M | +44.1% | +17.0% | +27.1% | +37.9% |
| 6M | +37.8% | +24.1% | +13.7% | +29.5% |
| YTD | +88.7% | +35.7% | +52.9% | +72.5% |
| 1Y | +197.3% | +34.0% | +163.3% | +172.1% |
| 3Y | +224.9% | +50.3% | +174.7% | +182.8% |
| 5Y | +311.0% | +56.7% | +254.4% | +254.9% |
| All | +293.7% | +50.8% | +242.8% | +241.3% |
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 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