+210.2%
ROIV vs CPAY
+30.8%
+179.4%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | +22.3% | -2.5% | +24.8% | +22.6% |
| 30D | +16.9% | +1.3% | +15.6% | +16.4% |
| 3M | +43.9% | +13.5% | +30.4% | +40.6% |
| 6M | +41.6% | +24.7% | +16.9% | +36.0% |
| YTD | +92.7% | +34.9% | +57.7% | +86.1% |
| 1Y | +210.2% | +29.7% | +180.5% | +228.5% |
| All | +210.2% | +30.8% | +179.4% | +228.5% |
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