+183.5%
TECH vs CPAY
+155.3%
+28.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.4% |
| 7D | -0.5% | -2.7% | +2.2% | +0.4% |
| 30D | 0.0% | +0.6% | -0.6% | -0.3% |
| 3M | +37.4% | +17.0% | +20.4% | +29.2% |
| 6M | +36.9% | +24.1% | +12.7% | +25.4% |
| YTD | +23.1% | +35.7% | -12.6% | +8.3% |
| 1Y | +42.2% | +34.0% | +8.2% | +25.1% |
| 3Y | +1.9% | +50.3% | -48.3% | -14.9% |
| 5Y | -42.9% | +56.7% | -99.6% | -54.2% |
| All | +183.5% | +155.3% | +28.2% | +99.9% |
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 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