+97.7%
USO vs CPAY
+49.1%
+48.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.2% |
| 7D | +9.1% | -2.0% | +11.1% | +9.0% |
| 30D | +21.7% | -0.4% | +22.0% | +21.7% |
| 3M | +20.2% | +16.4% | +3.9% | +20.8% |
| 6M | +43.4% | +23.5% | +19.8% | +44.1% |
| YTD | +124.0% | +35.7% | +88.3% | +123.7% |
| 1Y | +112.2% | +30.2% | +82.0% | +112.4% |
| 3Y | +97.7% | +49.7% | +47.9% | +95.8% |
| All | +97.7% | +49.1% | +48.6% | +95.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling