+191.1%
TRI vs CPAY
+155.2%
+35.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | -7.9% | -2.0% | -5.9% | -7.4% |
| 30D | -4.5% | -0.4% | -4.1% | -4.4% |
| 3M | +22.1% | +16.4% | +5.7% | +18.1% |
| 6M | -2.8% | +23.5% | -26.3% | -7.3% |
| YTD | -23.4% | +35.7% | -59.1% | -28.7% |
| 1Y | -41.5% | +30.2% | -71.7% | -45.2% |
| 3Y | -19.2% | +49.7% | -68.9% | -28.2% |
| 5Y | -9.4% | +56.6% | -66.0% | -22.0% |
| All | +191.1% | +155.2% | +35.9% | +129.4% |
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