+367.9%
APP vs CPAY
+39.9%
+328.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.1% |
| 7D | -4.4% | -2.5% | -1.9% | -2.8% |
| 30D | -10.0% | +1.3% | -11.3% | -11.0% |
| 3M | -41.4% | +13.5% | -54.9% | -46.8% |
| 6M | -41.0% | +24.7% | -65.7% | -50.7% |
| YTD | -54.7% | +34.9% | -89.7% | -64.4% |
| 1Y | -45.3% | +29.7% | -75.0% | -56.4% |
| 3Y | +624.3% | +49.4% | +574.9% | +404.8% |
| 5Y | +329.1% | +53.5% | +275.6% | +162.8% |
| All | +367.9% | +39.9% | +328.0% | +197.3% |
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