+120.6%
VLO vs CPAY
+59.0%
+61.6%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +3.0% | -8.7% | -5.8% |
| 7D | -6.0% | +5.7% | -11.7% | -6.1% |
| 30D | -12.9% | +4.2% | -17.1% | -13.0% |
| 3M | +18.3% | +5.6% | +12.8% | +18.1% |
| 6M | +46.4% | +34.7% | +11.8% | +44.0% |
| YTD | +127.7% | +39.1% | +88.6% | +122.9% |
| 1Y | +120.6% | +60.3% | +60.3% | +105.8% |
| All | +120.6% | +59.0% | +61.6% | +105.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling