+1,573.4%
CPAY vs URA
-57.4%
+1,630.8%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.8% | +2.5% | -0.2% |
| 7D | +2.0% | +4.5% | -2.4% | +0.7% |
| 30D | +14.3% | -13.4% | +27.7% | +18.4% |
| 3M | +11.3% | -28.4% | +39.7% | +21.0% |
| 6M | +34.8% | -40.5% | +75.2% | +53.0% |
| YTD | +51.5% | -24.3% | +75.8% | +56.6% |
| 1Y | +59.0% | -28.8% | +87.9% | +66.7% |
| 3Y | +97.2% | +37.6% | +59.6% | +57.7% |
| 5Y | +88.8% | +30.7% | +58.1% | +47.9% |
| 10Y | +217.3% | +266.8% | -49.5% | +60.7% |
| All | +1,573.4% | -57.4% | +1,630.8% | +1,112.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling