+82.0%
USO vs CPAY
+155.2%
-73.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.2% |
| 7D | +9.1% | -2.0% | +11.1% | +9.6% |
| 30D | +21.7% | -0.4% | +22.0% | +21.6% |
| 3M | +20.2% | +16.4% | +3.9% | +15.2% |
| 6M | +43.4% | +23.5% | +19.8% | +33.9% |
| YTD | +124.0% | +35.7% | +88.3% | +101.5% |
| 1Y | +112.2% | +30.2% | +82.0% | +92.5% |
| 3Y | +97.7% | +49.7% | +47.9% | +64.1% |
| 5Y | +217.4% | +56.6% | +160.9% | +152.0% |
| All | +82.0% | +155.2% | -73.2% | +30.2% |
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