+225.9%
VIK vs CPAY
+35.1%
+190.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.3% |
| 7D | -0.8% | -2.5% | +1.7% | +0.3% |
| 30D | -18.0% | +1.3% | -19.3% | -18.6% |
| 3M | -5.8% | +13.5% | -19.3% | -11.6% |
| 6M | +17.2% | +24.7% | -7.6% | +4.3% |
| YTD | +19.1% | +34.9% | -15.8% | +0.3% |
| 1Y | +33.6% | +29.7% | +3.9% | +14.9% |
| All | +225.9% | +35.1% | +190.8% | +184.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling