+98.8%
CPAY vs BAM
+91.9%
+6.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.6% | +1.0% |
| 7D | +13.1% | +5.0% | +8.1% | +9.9% |
| 30D | +15.5% | +16.6% | -1.1% | +6.1% |
| 3M | +14.7% | +2.2% | +12.4% | +12.7% |
| 6M | +33.6% | +9.7% | +24.0% | +25.8% |
| YTD | +52.7% | +5.2% | +47.5% | +46.5% |
| 1Y | +63.5% | +3.9% | +59.6% | +57.6% |
| 3Y | +98.8% | +91.5% | +7.3% | +48.2% |
| All | +98.8% | +91.9% | +6.9% | +48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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