+127.8%
AAPL vs CPAY
+55.3%
+72.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | +3.8% | -2.0% | +5.8% | +4.6% |
| 30D | +9.9% | -0.4% | +10.3% | +10.0% |
| 3M | +12.5% | +16.4% | -3.9% | +6.3% |
| 6M | +27.6% | +23.5% | +4.1% | +17.2% |
| YTD | +22.6% | +35.7% | -13.1% | +7.4% |
| 1Y | +45.0% | +30.2% | +14.8% | +28.5% |
| 3Y | +87.8% | +49.7% | +38.0% | +52.0% |
| All | +127.8% | +55.3% | +72.5% | +67.9% |
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