+154.4%
ALHC vs CPAY
+48.7%
+105.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | -0.4% |
| 7D | -1.0% | +0.6% | -1.5% | -1.0% |
| 30D | -6.3% | +3.6% | -9.9% | -6.6% |
| 3M | -12.3% | +16.6% | -28.9% | -13.3% |
| 6M | -27.0% | +29.5% | -56.5% | -28.4% |
| YTD | -31.8% | +35.3% | -67.1% | -33.3% |
| 1Y | -17.0% | +30.6% | -47.7% | -18.7% |
| All | +154.4% | +48.7% | +105.8% | +149.0% |
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