+226.0%
VZ vs CPAY
+1,528.2%
-1,302.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.8% | +0.8% |
| 7D | +0.2% | +0.6% | -0.3% | +0.1% |
| 30D | +7.1% | +3.6% | +3.5% | +6.6% |
| 3M | +12.8% | +16.6% | -3.8% | +10.3% |
| 6M | +1.8% | +29.5% | -27.7% | -2.2% |
| YTD | +30.0% | +35.3% | -5.3% | +23.4% |
| 1Y | +24.3% | +30.6% | -6.3% | +18.4% |
| 3Y | +84.3% | +49.7% | +34.6% | +69.1% |
| 5Y | +25.9% | +54.4% | -28.5% | +13.4% |
| 10Y | +61.1% | +142.8% | -81.7% | +30.9% |
| All | +226.0% | +1,528.2% | -1,302.2% | +92.4% |
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