-2.9%
ADSK vs CPAY
+49.1%
-52.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.4% | +0.4% |
| 7D | -2.5% | -2.0% | -0.6% | -1.8% |
| 30D | -14.9% | -0.4% | -14.5% | -14.8% |
| 3M | +3.3% | +16.4% | -13.0% | -2.0% |
| 6M | -15.7% | +23.5% | -39.2% | -21.9% |
| YTD | -28.2% | +35.7% | -63.9% | -36.3% |
| 1Y | -34.5% | +30.2% | -64.7% | -41.0% |
| 3Y | -2.9% | +49.7% | -52.6% | -20.0% |
| All | -2.9% | +49.1% | -52.0% | -20.0% |
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