+1,008.4%
ASX vs CPAY
+215.6%
+792.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.8% | -3.6% |
| 7D | +22.1% | +2.0% | +20.1% | +21.3% |
| 30D | -23.8% | +14.3% | -38.0% | -28.3% |
| 3M | -7.6% | +11.3% | -18.9% | -12.5% |
| 6M | +6.9% | +34.8% | -27.9% | -7.4% |
| YTD | +127.7% | +51.5% | +76.1% | +84.8% |
| 1Y | +144.5% | +59.0% | +85.5% | +94.0% |
| 3Y | +377.8% | +97.2% | +280.6% | +234.0% |
| 5Y | +498.2% | +88.8% | +409.4% | +320.8% |
| All | +1,008.4% | +215.6% | +792.8% | +589.8% |
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 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