+177.2%
APA vs CPAY
+53.2%
+124.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -1.0% |
| 7D | +0.8% | -2.7% | +3.5% | +2.1% |
| 30D | +9.6% | +0.6% | +9.1% | +9.1% |
| 3M | +18.0% | +17.0% | +1.0% | +8.2% |
| 6M | +41.9% | +24.1% | +17.7% | +23.9% |
| YTD | +86.3% | +35.7% | +50.6% | +51.4% |
| 1Y | +97.9% | +34.0% | +63.9% | +61.0% |
| 3Y | +12.8% | +50.3% | -37.5% | -17.4% |
| 5Y | +177.2% | +56.7% | +120.5% | +95.9% |
| All | +177.2% | +53.2% | +124.0% | +95.9% |
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 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