+651.5%
ADI vs CPAY
+155.2%
+496.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.1% | +4.9% | +4.9% |
| 7D | +4.6% | -2.0% | +6.5% | +5.5% |
| 30D | -1.2% | -0.4% | -0.8% | -1.2% |
| 3M | -7.8% | +16.4% | -24.2% | -14.9% |
| 6M | +19.3% | +23.5% | -4.2% | +5.9% |
| YTD | +40.9% | +35.7% | +5.3% | +17.9% |
| 1Y | +54.5% | +30.2% | +24.3% | +31.3% |
| 3Y | +123.4% | +49.7% | +73.7% | +74.7% |
| 5Y | +142.3% | +56.6% | +85.8% | +81.3% |
| All | +651.5% | +155.2% | +496.3% | +377.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling