-28.8%
ALHC vs CPAY
+54.3%
-83.2%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.1% |
| 7D | -4.1% | -2.5% | -1.6% | -3.5% |
| 30D | -5.4% | +1.3% | -6.7% | -5.8% |
| 3M | -32.1% | +13.5% | -45.6% | -34.5% |
| 6M | -28.5% | +24.7% | -53.2% | -32.9% |
| YTD | -34.0% | +34.9% | -69.0% | -39.8% |
| 1Y | -20.9% | +29.7% | -50.6% | -27.2% |
| 3Y | +151.5% | +49.4% | +102.2% | +105.6% |
| 5Y | -28.8% | +53.5% | -82.3% | -47.5% |
| All | -28.8% | +54.3% | -83.2% | -47.5% |
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