+47.7%
HAS vs CPAY
+89.5%
-41.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.1% | -1.3% |
| 7D | +1.4% | +1.6% | -0.2% | +0.8% |
| 30D | +26.3% | +17.6% | +8.7% | +18.1% |
| 3M | +25.6% | +8.7% | +16.9% | +21.2% |
| 6M | +30.3% | +39.5% | -9.3% | +12.7% |
| YTD | +50.4% | +53.6% | -3.2% | +22.0% |
| 1Y | +57.7% | +63.3% | -5.5% | +24.1% |
| 3Y | +213.4% | +101.7% | +111.7% | +114.9% |
| All | +47.7% | +89.5% | -41.8% | +0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling