+73.9%
ACWI vs CPAY
+101.0%
-27.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.6% | -0.6% |
| 7D | +2.4% | +1.6% | +0.9% | +2.1% |
| 30D | -1.7% | +17.6% | -19.3% | -5.1% |
| 3M | -3.9% | +8.7% | -12.6% | -5.7% |
| 6M | +0.8% | +39.5% | -38.7% | -6.8% |
| YTD | +11.0% | +53.6% | -42.6% | -0.8% |
| 1Y | +13.1% | +63.3% | -50.2% | -0.8% |
| 3Y | +73.9% | +101.7% | -27.8% | +43.0% |
| All | +73.9% | +101.0% | -27.1% | +43.0% |
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