+345.1%
AVAV vs CPAY
+217.3%
+127.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.6% |
| 7D | +9.9% | +10.4% | -0.5% | +5.9% |
| 30D | -5.4% | +16.2% | -21.6% | -10.7% |
| 3M | -36.5% | +13.7% | -50.3% | -39.7% |
| 6M | -25.3% | +35.2% | -60.5% | -33.4% |
| YTD | -48.6% | +53.5% | -102.1% | -56.8% |
| 1Y | -62.1% | +58.9% | -121.0% | -68.7% |
| 3Y | +2.3% | +99.8% | -97.5% | -26.0% |
| 5Y | +35.4% | +93.3% | -57.9% | -2.6% |
| 10Y | +345.1% | +221.5% | +123.6% | +176.6% |
| All | +345.1% | +217.3% | +127.8% | +176.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling