-24.5%
ADSK vs CPAY
+55.3%
-79.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.4% | +0.4% |
| 7D | -2.5% | -2.0% | -0.6% | -1.5% |
| 30D | -14.9% | -0.4% | -14.5% | -14.8% |
| 3M | +3.3% | +16.4% | -13.0% | -4.2% |
| 6M | -15.7% | +23.5% | -39.2% | -24.7% |
| YTD | -28.2% | +35.7% | -63.9% | -39.9% |
| 1Y | -34.5% | +30.2% | -64.7% | -44.2% |
| 3Y | -2.9% | +49.7% | -52.6% | -28.5% |
| All | -24.5% | +55.3% | -79.8% | -50.1% |
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