+31.1%
AVAV vs CPAY
+49.5%
-18.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.2% | +5.1% | +3.4% |
| 7D | +3.2% | +0.6% | +2.6% | +3.0% |
| 30D | -20.3% | +3.6% | -23.9% | -21.0% |
| 3M | -19.4% | +16.6% | -36.1% | -22.5% |
| 6M | -35.3% | +29.5% | -64.7% | -39.3% |
| YTD | -38.5% | +35.3% | -73.8% | -42.8% |
| 1Y | -37.2% | +30.6% | -67.8% | -41.2% |
| 3Y | +31.1% | +49.7% | -18.6% | +14.6% |
| All | +31.1% | +49.5% | -18.4% | +14.6% |
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 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