+225.7%
VIK vs CPAY
+35.8%
+189.9%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | -0.9% | -2.0% | +1.0% | -0.1% |
| 30D | -18.4% | -0.4% | -18.1% | -18.3% |
| 3M | -8.8% | +16.4% | -25.1% | -15.4% |
| 6M | +17.1% | +23.5% | -6.4% | +4.8% |
| YTD | +19.0% | +35.7% | -16.6% | 0.0% |
| 1Y | +30.1% | +30.2% | 0.0% | +11.8% |
| All | +225.7% | +35.8% | +189.9% | +183.5% |
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