+233.5%
SPOT vs CPAY
+49.1%
+184.4%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.8% | +0.8% |
| 7D | -3.1% | -2.0% | -1.1% | -2.6% |
| 30D | +7.4% | -0.4% | +7.7% | +7.5% |
| 3M | +8.2% | +16.4% | -8.2% | +4.5% |
| 6M | +2.2% | +23.5% | -21.3% | -2.9% |
| YTD | -9.5% | +35.7% | -45.1% | -16.3% |
| 1Y | -23.8% | +30.2% | -54.0% | -28.9% |
| 3Y | +233.5% | +49.7% | +183.7% | +206.0% |
| All | +233.5% | +49.1% | +184.4% | +206.0% |
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