+87.8%
AAPL vs CPAY
+49.1%
+38.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | +3.8% | -2.0% | +5.8% | +4.4% |
| 30D | +9.9% | -0.4% | +10.3% | +10.0% |
| 3M | +12.5% | +16.4% | -3.9% | +7.6% |
| 6M | +27.6% | +23.5% | +4.1% | +19.5% |
| YTD | +22.6% | +35.7% | -13.1% | +10.7% |
| 1Y | +45.0% | +30.2% | +14.8% | +32.4% |
| 3Y | +87.8% | +49.7% | +38.0% | +67.8% |
| All | +87.8% | +49.1% | +38.7% | +67.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling