+13.8%
TXT vs CPAY
+52.3%
-38.5%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.7% | +0.5% |
| 7D | +0.8% | -2.5% | +3.3% | +1.8% |
| 30D | -10.4% | +1.3% | -11.7% | -11.1% |
| 3M | -14.3% | +13.5% | -27.8% | -19.2% |
| 6M | -15.1% | +24.7% | -39.8% | -23.7% |
| YTD | -8.3% | +34.9% | -43.3% | -21.5% |
| 1Y | -0.7% | +29.7% | -30.4% | -13.9% |
| 3Y | +6.0% | +49.4% | -43.4% | -16.5% |
| All | +13.8% | +52.3% | -38.5% | -17.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling