+358.8%
APP vs CPAY
+56.4%
+302.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.2% | -0.4% | -1.1% |
| 7D | +0.1% | +0.6% | -0.5% | -0.3% |
| 30D | -10.0% | +3.6% | -13.6% | -12.4% |
| 3M | -44.6% | +16.6% | -61.3% | -50.9% |
| 6M | -37.9% | +29.5% | -67.3% | -49.9% |
| YTD | -53.7% | +35.3% | -89.0% | -64.1% |
| 1Y | -43.0% | +30.6% | -73.6% | -55.3% |
| 3Y | +640.8% | +49.7% | +591.0% | +401.6% |
| 5Y | +358.8% | +54.4% | +304.4% | +175.6% |
| All | +358.8% | +56.4% | +302.4% | +175.6% |
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