+315.7%
USFD vs CPAY
+144.7%
+171.0%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.2% | -5.2% | -5.4% |
| 7D | -7.0% | -2.5% | -4.5% | -5.9% |
| 30D | -10.3% | +1.3% | -11.6% | -11.0% |
| 3M | +9.2% | +13.5% | -4.3% | +2.2% |
| 6M | +7.4% | +24.7% | -17.3% | -5.3% |
| YTD | +29.4% | +34.9% | -5.6% | +6.8% |
| 1Y | +24.8% | +29.7% | -4.9% | +4.3% |
| 3Y | +150.0% | +49.4% | +100.6% | +82.6% |
| 5Y | +195.5% | +53.5% | +142.0% | +106.3% |
| 10Y | +315.7% | +152.5% | +163.3% | +154.1% |
| All | +315.7% | +144.7% | +171.0% | +154.1% |
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