+398.5%
ASX vs CPAY
+100.9%
+297.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.5% | +6.1% | +6.5% |
| 7D | +0.8% | +10.4% | -9.5% | -1.6% |
| 30D | -20.4% | +16.2% | -36.6% | -23.5% |
| 3M | -2.1% | +13.7% | -15.9% | -5.6% |
| 6M | +8.2% | +35.2% | -27.0% | -1.6% |
| YTD | +137.3% | +53.5% | +83.8% | +103.5% |
| 1Y | +155.0% | +58.9% | +96.1% | +115.5% |
| All | +398.5% | +100.9% | +297.7% | +264.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling