+1,678.8%
ASX vs CPAY
+1,565.5%
+113.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.5% |
| 7D | -0.7% | +2.1% | -2.8% | -1.5% |
| 30D | +2.0% | +5.5% | -3.6% | -0.1% |
| 3M | -1.3% | +16.6% | -17.9% | -7.4% |
| 6M | +71.4% | +26.7% | +44.8% | +54.6% |
| YTD | +135.3% | +38.4% | +97.0% | +103.4% |
| 1Y | +267.5% | +30.1% | +237.3% | +222.1% |
| 3Y | +388.5% | +52.6% | +335.9% | +295.9% |
| 5Y | +417.1% | +59.0% | +358.1% | +306.8% |
| 10Y | +872.7% | +148.4% | +724.4% | +540.1% |
| All | +1,678.8% | +1,565.5% | +113.3% | +511.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling