+161.5%
SLV vs CPAY
+53.2%
+108.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.6% | -5.9% | -5.4% |
| 7D | -5.0% | -2.7% | -2.4% | -4.8% |
| 30D | -1.8% | +0.6% | -2.4% | -1.9% |
| 3M | -0.3% | +17.0% | -17.3% | -2.2% |
| 6M | -28.2% | +24.1% | -52.3% | -30.1% |
| YTD | -10.7% | +35.7% | -46.5% | -13.9% |
| 1Y | +53.7% | +34.0% | +19.7% | +48.3% |
| 3Y | +173.7% | +50.3% | +123.4% | +155.8% |
| 5Y | +161.5% | +56.7% | +104.8% | +133.7% |
| All | +161.5% | +53.2% | +108.3% | +133.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling