+173.8%
CAH vs CPAY
+49.1%
+124.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.6% | -0.6% |
| 7D | -5.1% | -2.0% | -3.1% | -4.9% |
| 30D | +0.2% | -0.4% | +0.5% | +0.2% |
| 3M | +6.3% | +16.4% | -10.1% | +4.2% |
| 6M | +9.4% | +23.5% | -14.1% | +6.3% |
| YTD | +15.0% | +35.7% | -20.7% | +10.0% |
| 1Y | +55.4% | +30.2% | +25.3% | +50.1% |
| 3Y | +173.8% | +49.7% | +124.1% | +165.7% |
| All | +173.8% | +49.1% | +124.7% | +165.7% |
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