+46.9%
BB vs CPAY
+49.1%
-2.2%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | -0.4% | -2.0% | +1.6% | +0.3% |
| 30D | -12.5% | -0.4% | -12.2% | -12.6% |
| 3M | -17.4% | +16.4% | -33.8% | -22.8% |
| 6M | +119.1% | +23.5% | +95.6% | +99.2% |
| YTD | +102.4% | +35.7% | +66.7% | +74.9% |
| 1Y | +98.2% | +30.2% | +68.0% | +74.0% |
| 3Y | +46.9% | +49.7% | -2.8% | +0.2% |
| All | +46.9% | +49.1% | -2.2% | +0.2% |
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