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Stock and ETF performance explorer

CPAY price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+1,393.8%
VT return
+382.0%
Excess return
+1,011.7%
Maximum drawdown
-50.1%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D-2.2%-0.5%-1.7%-1.7%
7D+0.6%+1.0%-0.5%-0.5%
30D+3.6%-0.2%+3.8%+3.9%
3M+16.6%+4.5%+12.1%+10.6%
6M+29.5%+14.1%+15.4%+11.3%
YTD+35.3%+14.8%+20.5%+15.6%
1Y+30.6%+21.2%+9.4%+5.1%
3Y+49.7%+76.6%-26.8%-18.7%
5Y+54.4%+66.6%-12.2%-9.8%
10Y+142.8%+222.3%-79.5%-24.2%
All+1,393.8%+382.0%+1,011.7%+257.5%

Cumulative growth

Daily Returns

Daily percentage return beside VT.

Daily Out/Under-Performance

Portfolio return minus VT return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × VT 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 VT 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