+56.7%
CPAY vs BUD
+44.8%
+11.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | -2.7% | -3.2% | +0.5% | -1.5% |
| 30D | +0.6% | -3.7% | +4.2% | +1.9% |
| 3M | +17.0% | -4.4% | +21.5% | +18.6% |
| 6M | +24.1% | +7.7% | +16.4% | +19.9% |
| YTD | +35.7% | +23.1% | +12.7% | +23.5% |
| 1Y | +34.0% | +33.6% | +0.4% | +17.9% |
| 3Y | +50.3% | +44.7% | +5.6% | +23.3% |
| 5Y | +56.7% | +44.9% | +11.7% | +26.9% |
| All | +56.7% | +44.8% | +11.9% | +26.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling