-3.7%
APA vs CPAY
+155.2%
-158.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.5% |
| 7D | +4.6% | -2.0% | +6.5% | +5.9% |
| 30D | +11.9% | -0.4% | +12.3% | +11.8% |
| 3M | +22.5% | +16.4% | +6.1% | +9.4% |
| 6M | +37.5% | +23.5% | +14.0% | +14.7% |
| YTD | +87.2% | +35.7% | +51.5% | +42.1% |
| 1Y | +101.4% | +30.2% | +71.3% | +56.4% |
| 3Y | +16.9% | +49.7% | -32.8% | -22.2% |
| 5Y | +178.4% | +56.6% | +121.9% | +74.2% |
| All | -3.7% | +155.2% | -158.9% | -46.9% |
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 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