+30.2%
CPAY vs CASY
+14.3%
+15.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.9% | -0.1% |
| 7D | -2.0% | -18.6% | +16.6% | -2.4% |
| 30D | -0.4% | -26.6% | +26.3% | -1.1% |
| 3M | +16.4% | -32.8% | +49.1% | +15.1% |
| 6M | +23.5% | -10.0% | +33.5% | +22.4% |
| YTD | +35.7% | +11.6% | +24.0% | +31.2% |
| 1Y | +30.2% | +11.5% | +18.7% | +24.5% |
| All | +30.2% | +14.3% | +15.9% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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