+52.3%
BDX vs CPAY
+59.0%
-6.7%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +3.0% | +2.6% | +5.1% |
| 7D | +7.2% | +5.7% | +1.4% | +6.2% |
| 30D | +15.8% | +4.2% | +11.6% | +15.0% |
| 3M | +23.7% | +5.6% | +18.1% | +22.7% |
| 6M | +44.8% | +34.7% | +10.2% | +39.6% |
| YTD | +39.8% | +39.1% | +0.7% | +31.7% |
| 1Y | +52.3% | +60.3% | -7.9% | +37.0% |
| All | +52.3% | +59.0% | -6.7% | +37.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling