+484.0%
V vs CPAY
+219.9%
+264.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +0.7% |
| 7D | +0.9% | +1.6% | -0.6% | +0.2% |
| 30D | +9.0% | +17.6% | -8.6% | +0.9% |
| 3M | +16.7% | +8.7% | +8.0% | +12.0% |
| 6M | +33.4% | +39.5% | -6.1% | +13.7% |
| YTD | +22.4% | +53.6% | -31.2% | -2.7% |
| 1Y | +27.7% | +63.3% | -35.6% | -1.7% |
| 3Y | +78.0% | +101.7% | -23.7% | +17.4% |
| 5Y | +108.5% | +91.4% | +17.1% | +37.6% |
| All | +484.0% | +219.9% | +264.1% | +216.9% |
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