+246.5%
BBY vs CPAY
+155.2%
+91.4%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.1% | +3.1% |
| 7D | +0.6% | -2.0% | +2.5% | +1.5% |
| 30D | +9.4% | -0.4% | +9.8% | +9.5% |
| 3M | +19.3% | +16.4% | +3.0% | +11.0% |
| 6M | +47.9% | +23.5% | +24.4% | +33.0% |
| YTD | +39.6% | +35.7% | +3.9% | +18.9% |
| 1Y | +22.2% | +30.2% | -8.0% | +5.6% |
| 3Y | +45.0% | +49.7% | -4.7% | +16.4% |
| 5Y | +2.6% | +56.6% | -54.0% | -21.4% |
| All | +246.5% | +155.2% | +91.4% | +115.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling