+341.6%
ZETA vs CPAY
+53.2%
+288.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | 0.0% |
| 7D | -6.5% | -2.7% | -3.8% | -4.5% |
| 30D | +4.8% | +0.6% | +4.3% | +4.2% |
| 3M | +53.3% | +17.0% | +36.3% | +35.2% |
| 6M | +66.8% | +24.1% | +42.7% | +40.4% |
| YTD | +50.2% | +35.7% | +14.4% | +16.4% |
| 1Y | +62.0% | +34.0% | +28.0% | +26.6% |
| 3Y | +276.4% | +50.3% | +226.1% | +163.5% |
| 5Y | +341.6% | +56.7% | +285.0% | +210.2% |
| All | +341.6% | +53.2% | +288.4% | +210.2% |
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