+60.5%
HAS vs CPAY
+155.2%
-94.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.6% |
| 7D | -1.1% | -2.0% | +0.9% | -0.3% |
| 30D | -2.8% | -0.4% | -2.5% | -2.7% |
| 3M | +10.1% | +16.4% | -6.3% | +3.4% |
| 6M | -1.4% | +23.5% | -24.9% | -10.5% |
| YTD | +14.2% | +35.7% | -21.5% | -1.3% |
| 1Y | +18.2% | +30.2% | -12.0% | +3.5% |
| 3Y | +48.6% | +49.7% | -1.1% | +20.8% |
| 5Y | +14.2% | +56.6% | -42.3% | -11.0% |
| All | +60.5% | +155.2% | -94.7% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 10y: compounded portfolio wealth divided by compounded CPAY 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…
10y analysis · Full analysis span regression · 6 months rolling