+1,314.2%
AAOI vs CPAY
+55.3%
+1,258.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.0% |
| 7D | -0.2% | -2.0% | +1.8% | +1.1% |
| 30D | -23.7% | -0.4% | -23.3% | -24.1% |
| 3M | -39.0% | +16.4% | -55.4% | -47.0% |
| 6M | -17.0% | +23.5% | -40.6% | -33.2% |
| YTD | +202.2% | +35.7% | +166.6% | +112.1% |
| 1Y | +292.4% | +30.2% | +262.2% | +185.2% |
| 3Y | +804.4% | +49.7% | +754.7% | +535.9% |
| All | +1,314.2% | +55.3% | +1,258.9% | +792.1% |
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