+468.0%
UUUU vs CPAY
+155.2%
+312.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.1% | -4.9% | -5.0% |
| 7D | -10.5% | -2.0% | -8.5% | -9.6% |
| 30D | -10.5% | -0.4% | -10.1% | -10.5% |
| 3M | -14.1% | +16.4% | -30.5% | -21.5% |
| 6M | -35.5% | +23.5% | -59.0% | -43.7% |
| YTD | -10.9% | +35.7% | -46.6% | -28.0% |
| 1Y | +3.4% | +30.2% | -26.8% | -15.7% |
| 3Y | +73.1% | +49.7% | +23.4% | +21.1% |
| 5Y | +87.1% | +56.6% | +30.6% | +26.9% |
| All | +468.0% | +155.2% | +312.8% | +178.4% |
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