+30.2%
CPAY vs BUD
+34.7%
-4.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.2% |
| 7D | -2.0% | -2.6% | +0.7% | -1.6% |
| 30D | -0.4% | -1.2% | +0.9% | -0.2% |
| 3M | +16.4% | -4.9% | +21.3% | +16.9% |
| 6M | +23.5% | +9.3% | +14.3% | +21.6% |
| YTD | +35.7% | +24.0% | +11.7% | +21.4% |
| 1Y | +30.2% | +34.5% | -4.4% | +13.2% |
| All | +30.2% | +34.7% | -4.5% | +13.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling