+37.0%
HPQ vs CPAY
+49.1%
-12.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.1% | +8.5% | +8.4% |
| 7D | +9.8% | -2.0% | +11.7% | +10.6% |
| 30D | +22.4% | -0.4% | +22.7% | +22.6% |
| 3M | +45.2% | +16.4% | +28.8% | +36.7% |
| 6M | +96.4% | +23.5% | +72.9% | +80.1% |
| YTD | +65.4% | +35.7% | +29.7% | +44.4% |
| 1Y | +31.6% | +30.2% | +1.4% | +16.7% |
| 3Y | +37.0% | +49.7% | -12.7% | +11.3% |
| All | +37.0% | +49.1% | -12.1% | +11.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling