+99.0%
CPAY vs URA
+37.6%
+61.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.8% | +2.5% | -0.9% |
| 7D | +2.0% | +4.5% | -2.4% | +1.5% |
| 30D | +14.3% | -13.4% | +27.7% | +16.0% |
| 3M | +11.3% | -28.4% | +39.7% | +15.3% |
| 6M | +34.8% | -40.5% | +75.2% | +42.8% |
| YTD | +51.5% | -24.3% | +75.8% | +53.0% |
| 1Y | +59.0% | -28.8% | +87.9% | +61.8% |
| All | +99.0% | +37.6% | +61.4% | +69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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