+147.8%
XEL vs CPAY
+155.2%
-7.4%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -0.3% | -2.0% | +1.7% | 0.0% |
| 30D | -3.9% | -0.4% | -3.6% | -3.9% |
| 3M | -2.8% | +16.4% | -19.2% | -5.4% |
| 6M | -5.4% | +23.5% | -28.9% | -9.1% |
| YTD | +3.8% | +35.7% | -31.9% | -2.5% |
| 1Y | +6.8% | +30.2% | -23.3% | +0.8% |
| 3Y | +45.6% | +49.7% | -4.1% | +31.3% |
| 5Y | +30.7% | +56.6% | -25.9% | +14.5% |
| All | +147.8% | +155.2% | -7.4% | +99.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling