+740.1%
TEAM vs CPAY
+176.5%
+563.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.2% | -4.7% | -5.8% |
| 7D | -5.7% | +0.6% | -6.2% | -5.9% |
| 30D | +18.3% | +3.6% | +14.8% | +16.3% |
| 3M | +80.2% | +16.6% | +63.6% | +66.7% |
| 6M | +111.0% | +29.5% | +81.5% | +84.3% |
| YTD | +8.8% | +35.3% | -26.5% | -8.6% |
| 1Y | +2.2% | +30.6% | -28.5% | -13.1% |
| 3Y | -14.6% | +49.7% | -64.3% | -32.7% |
| 5Y | -53.8% | +54.4% | -108.2% | -64.5% |
| 10Y | +475.2% | +142.8% | +332.4% | +237.5% |
| All | +740.1% | +176.5% | +563.6% | +354.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling