-36.8%
BRKR vs CPAY
+55.3%
-92.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.2% | -0.2% |
| 7D | -8.7% | -2.0% | -6.7% | -8.0% |
| 30D | -9.9% | -0.4% | -9.5% | -9.8% |
| 3M | -3.1% | +16.4% | -19.4% | -9.6% |
| 6M | +45.5% | +23.5% | +22.0% | +31.9% |
| YTD | +13.7% | +35.7% | -22.0% | -1.8% |
| 1Y | +67.4% | +30.2% | +37.3% | +46.7% |
| 3Y | -13.2% | +49.7% | -62.9% | -29.7% |
| All | -36.8% | +55.3% | -92.1% | -52.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling