+96.9%
AU vs CPAY
+29.9%
+67.0%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -2.2% |
| 7D | -3.6% | +2.1% | -5.7% | -3.9% |
| 30D | +23.9% | +5.5% | +18.3% | +22.7% |
| 3M | +19.1% | +16.6% | +2.5% | +15.8% |
| 6M | -0.2% | +26.7% | -26.8% | -4.8% |
| YTD | +32.5% | +38.4% | -5.9% | +28.0% |
| 1Y | +96.9% | +30.1% | +66.8% | +83.3% |
| All | +96.9% | +29.9% | +67.0% | +83.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling