+170.5%
AXON vs CPAY
+54.3%
+116.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.8% | -3.0% |
| 7D | -3.3% | -2.5% | -0.9% | -2.3% |
| 30D | -17.8% | +1.3% | -19.1% | -18.3% |
| 3M | +8.3% | +13.5% | -5.2% | +2.5% |
| 6M | -12.4% | +24.7% | -37.1% | -20.8% |
| YTD | -13.7% | +34.9% | -48.7% | -26.2% |
| 1Y | -33.1% | +29.7% | -62.7% | -42.0% |
| 3Y | +128.2% | +49.4% | +78.8% | +77.9% |
| 5Y | +170.5% | +53.5% | +117.0% | +105.6% |
| All | +170.5% | +54.3% | +116.2% | +105.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling