+494.4%
TEAM vs CPAY
+155.2%
+339.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.1% | +0.1% |
| 7D | -5.2% | -2.0% | -3.3% | -4.2% |
| 30D | +15.8% | -0.4% | +16.1% | +16.1% |
| 3M | +101.5% | +16.4% | +85.1% | +86.9% |
| 6M | +138.2% | +23.5% | +114.7% | +114.0% |
| YTD | +10.8% | +35.7% | -24.8% | -6.7% |
| 1Y | +1.7% | +30.2% | -28.5% | -13.0% |
| 3Y | -16.0% | +49.7% | -65.8% | -33.4% |
| 5Y | -52.7% | +56.6% | -109.3% | -63.7% |
| All | +494.4% | +155.2% | +339.3% | +251.1% |
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