+103.1%
TXT vs CPAY
+155.2%
-52.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.1% | +2.4% | +2.3% |
| 7D | +2.5% | -2.0% | +4.4% | +3.5% |
| 30D | -8.9% | -0.4% | -8.5% | -8.9% |
| 3M | -13.6% | +16.4% | -29.9% | -20.6% |
| 6M | -13.1% | +23.5% | -36.6% | -23.6% |
| YTD | -7.0% | +35.7% | -42.7% | -23.5% |
| 1Y | -1.4% | +30.2% | -31.6% | -17.6% |
| 3Y | +7.0% | +49.7% | -42.8% | -20.3% |
| 5Y | +15.4% | +56.6% | -41.2% | -18.7% |
| All | +103.1% | +155.2% | -52.1% | +21.5% |
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