+19,513.4%
AVGO vs CPAY
+1,524.4%
+17,989.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.0% |
| 7D | -0.8% | -2.5% | +1.7% | +0.2% |
| 30D | -13.7% | +1.3% | -15.0% | -14.3% |
| 3M | -6.9% | +13.5% | -20.4% | -12.5% |
| 6M | +5.8% | +24.7% | -18.9% | -5.1% |
| YTD | +5.7% | +34.9% | -29.3% | -9.4% |
| 1Y | +9.0% | +29.7% | -20.7% | -5.8% |
| 3Y | +340.5% | +49.4% | +291.1% | +251.2% |
| 5Y | +711.1% | +53.5% | +657.6% | +524.3% |
| 10Y | +2,856.4% | +152.5% | +2,703.9% | +1,637.7% |
| All | +19,513.4% | +1,524.4% | +17,989.1% | +5,343.7% |
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