+53.5%
CPAY vs URA
+132.7%
-79.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | 0.0% |
| 7D | -2.5% | +5.7% | -8.2% | -3.7% |
| 30D | +1.3% | +5.6% | -4.3% | -0.1% |
| 3M | +13.5% | +6.2% | +7.3% | +11.3% |
| 6M | +24.7% | -8.2% | +33.0% | +25.3% |
| YTD | +34.9% | +9.7% | +25.3% | +28.3% |
| 1Y | +29.7% | +17.0% | +12.7% | +18.7% |
| 3Y | +49.4% | +118.5% | -69.1% | +8.0% |
| 5Y | +53.5% | +134.3% | -80.9% | +5.0% |
| All | +53.5% | +132.7% | -79.2% | +5.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling