+229.2%
ROIV vs CPAY
+49.5%
+179.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -2.2% | +21.0% | +19.2% |
| 7D | +20.2% | +0.6% | +19.6% | +19.9% |
| 30D | +14.1% | +3.6% | +10.6% | +13.0% |
| 3M | +45.6% | +16.6% | +29.0% | +39.6% |
| 6M | +44.1% | +29.5% | +14.7% | +34.4% |
| YTD | +91.2% | +35.3% | +55.9% | +75.7% |
| 1Y | +221.3% | +30.6% | +190.7% | +198.0% |
| 3Y | +229.2% | +49.7% | +179.5% | +111.6% |
| All | +229.2% | +49.5% | +179.7% | +111.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling