-20.2%
AMRZ vs CPAY
+28.1%
-48.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.3% |
| 7D | -4.7% | -2.5% | -2.2% | -3.9% |
| 30D | -11.3% | +1.3% | -12.6% | -11.6% |
| 3M | -22.1% | +13.5% | -35.5% | -24.8% |
| 6M | -29.6% | +24.7% | -54.3% | -34.1% |
| YTD | -23.3% | +34.9% | -58.2% | -30.0% |
| 1Y | -23.7% | +29.7% | -53.4% | -27.6% |
| All | -20.2% | +28.1% | -48.3% | -23.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling