+297.4%
AEM vs CPAY
+55.4%
+242.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.6% | -3.5% | -3.0% |
| 7D | -5.0% | -2.7% | -2.4% | -4.6% |
| 30D | +8.5% | +0.6% | +7.9% | +8.3% |
| 3M | +29.3% | +17.0% | +12.2% | +25.8% |
| 6M | -12.9% | +24.1% | -37.1% | -16.1% |
| YTD | +16.8% | +35.7% | -19.0% | +10.7% |
| 1Y | +29.8% | +34.0% | -4.2% | +23.2% |
| 3Y | +336.7% | +50.3% | +286.5% | +289.1% |
| All | +297.4% | +55.4% | +242.0% | +227.9% |
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