+222.8%
CPAY vs BUD
-2.1%
+224.9%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.2% | +0.9% |
| 7D | +1.6% | +1.0% | +0.5% | +1.1% |
| 30D | +17.6% | +6.7% | +10.9% | +14.4% |
| 3M | +8.7% | +5.7% | +3.0% | +6.0% |
| 6M | +39.5% | +5.8% | +33.7% | +35.5% |
| YTD | +53.6% | +34.4% | +19.2% | +33.0% |
| 1Y | +63.3% | +33.3% | +30.0% | +41.8% |
| 3Y | +101.7% | +48.8% | +52.9% | +62.6% |
| 5Y | +91.4% | +52.5% | +38.8% | +50.3% |
| All | +222.8% | -2.1% | +224.9% | +153.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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