+117.0%
AXP vs CPAY
+92.3%
+24.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.1% | -2.1% |
| 7D | +0.6% | +13.5% | -12.9% | -5.4% |
| 30D | +5.8% | +13.1% | -7.3% | -0.3% |
| 3M | -6.0% | +14.3% | -20.3% | -12.0% |
| 6M | +0.3% | +49.0% | -48.7% | -18.2% |
| YTD | -12.3% | +51.3% | -63.5% | -29.9% |
| 1Y | -11.2% | +63.7% | -75.0% | -32.2% |
| 3Y | +117.0% | +95.0% | +22.0% | +56.3% |
| All | +117.0% | +92.3% | +24.7% | +56.3% |
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 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