+479.4%
ASX vs CPAY
+54.3%
+425.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.8% | +3.6% |
| 7D | +11.1% | -2.5% | +13.6% | +12.2% |
| 30D | +9.6% | +1.3% | +8.3% | +8.8% |
| 3M | +18.6% | +13.5% | +5.1% | +11.4% |
| 6M | +92.1% | +24.7% | +67.4% | +71.2% |
| YTD | +158.5% | +34.9% | +123.5% | +119.1% |
| 1Y | +271.9% | +29.7% | +242.2% | +218.5% |
| 3Y | +465.2% | +49.4% | +415.9% | +330.8% |
| 5Y | +479.4% | +53.5% | +426.0% | +307.3% |
| All | +479.4% | +54.3% | +425.1% | +307.3% |
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 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