+29.9%
AAPL vs CPAY
+59.0%
-29.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.0% | +2.3% | +4.8% |
| 7D | +1.7% | +5.7% | -4.1% | +0.7% |
| 30D | +5.0% | +4.2% | +0.8% | +4.2% |
| 3M | +13.1% | +5.6% | +7.5% | +11.9% |
| 6M | +26.5% | +34.7% | -8.2% | +20.4% |
| YTD | +28.9% | +39.1% | -10.2% | +22.8% |
| 1Y | +29.9% | +60.3% | -30.4% | +20.4% |
| All | +29.9% | +59.0% | -29.1% | +20.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling