-100.0%
VIVK vs CPAY
+55.3%
-155.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.1% | -7.3% | -7.4% |
| 7D | -4.4% | -2.0% | -2.4% | -3.8% |
| 30D | -40.8% | -0.4% | -40.5% | -40.8% |
| 3M | -94.1% | +16.4% | -110.5% | -94.4% |
| 6M | -98.2% | +23.5% | -121.7% | -98.3% |
| YTD | -98.0% | +35.7% | -133.7% | -98.2% |
| 1Y | -100.0% | +30.2% | -130.1% | -100.0% |
| 3Y | -100.0% | +49.7% | -149.7% | -100.0% |
| All | -100.0% | +55.3% | -155.3% | -100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling