+445.9%
ASX vs CPAY
+49.5%
+396.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.2% | +8.3% | +6.7% |
| 7D | +6.3% | +0.6% | +5.8% | +6.0% |
| 30D | +6.4% | +3.6% | +2.8% | +5.2% |
| 3M | +13.1% | +16.6% | -3.5% | +7.2% |
| 6M | +90.3% | +29.5% | +60.8% | +72.8% |
| YTD | +149.6% | +35.3% | +114.4% | +120.9% |
| 1Y | +249.2% | +30.6% | +218.5% | +212.4% |
| 3Y | +445.9% | +49.7% | +396.2% | +355.9% |
| All | +445.9% | +49.5% | +396.4% | +355.9% |
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 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