-27.2%
ALHC vs CPAY
+47.4%
-74.6%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -6.9% | -2.0% | -4.9% | -6.4% |
| 30D | -6.7% | -0.4% | -6.4% | -6.7% |
| 3M | -37.7% | +16.4% | -54.0% | -40.2% |
| 6M | -30.0% | +23.5% | -53.5% | -34.1% |
| YTD | -36.2% | +35.7% | -71.8% | -41.8% |
| 1Y | -22.9% | +30.2% | -53.0% | -29.1% |
| 3Y | +138.4% | +49.7% | +88.7% | +95.3% |
| 5Y | -32.8% | +56.6% | -89.3% | -49.1% |
| All | -27.2% | +47.4% | -74.6% | -41.3% |
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