+362.8%
SO vs CPAY
+1,528.2%
-1,165.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.2% | +3.2% | +1.3% |
| 7D | +1.0% | +0.6% | +0.5% | +0.9% |
| 30D | -3.2% | +3.6% | -6.8% | -3.7% |
| 3M | -1.7% | +16.6% | -18.3% | -4.0% |
| 6M | -7.2% | +29.5% | -36.7% | -11.0% |
| YTD | +4.6% | +35.3% | -30.7% | -0.9% |
| 1Y | +1.2% | +30.6% | -29.4% | -3.8% |
| 3Y | +45.3% | +49.7% | -4.5% | +32.6% |
| 5Y | +58.7% | +54.4% | +4.3% | +41.7% |
| 10Y | +155.9% | +142.8% | +13.0% | +115.0% |
| All | +362.8% | +1,528.2% | -1,165.4% | +231.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling