+3,343.4%
STX vs CPAY
+155.2%
+3,188.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.1% | -3.7% | -3.7% |
| 7D | -2.3% | -2.0% | -0.3% | -1.7% |
| 30D | -5.5% | -0.4% | -5.1% | -5.5% |
| 3M | -4.3% | +16.4% | -20.7% | -10.0% |
| 6M | +115.6% | +23.5% | +92.1% | +96.6% |
| YTD | +202.2% | +35.7% | +166.5% | +161.7% |
| 1Y | +325.3% | +30.2% | +295.1% | +271.1% |
| 3Y | +1,283.9% | +49.7% | +1,234.2% | +1,021.5% |
| 5Y | +1,048.3% | +56.6% | +991.8% | +793.4% |
| All | +3,343.4% | +155.2% | +3,188.3% | +2,270.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling