+11.8%
AZO vs CPAY
+49.1%
-37.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -3.6% | -2.0% | -1.6% | -3.4% |
| 30D | -5.6% | -0.4% | -5.2% | -5.5% |
| 3M | -6.6% | +16.4% | -23.0% | -8.0% |
| 6M | -22.5% | +23.5% | -46.0% | -24.2% |
| YTD | -15.2% | +35.7% | -50.8% | -18.2% |
| 1Y | -33.9% | +30.2% | -64.1% | -36.0% |
| 3Y | +11.8% | +49.7% | -37.9% | +8.1% |
| All | +11.8% | +49.1% | -37.3% | +8.1% |
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