+103.2%
INTC vs CPAY
+55.3%
+48.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | +7.5% | -2.0% | +9.4% | +8.3% |
| 30D | +2.0% | -0.4% | +2.3% | +1.9% |
| 3M | -12.0% | +16.4% | -28.3% | -19.3% |
| 6M | +114.5% | +23.5% | +91.0% | +89.9% |
| YTD | +179.0% | +35.7% | +143.3% | +132.0% |
| 1Y | +318.3% | +30.2% | +288.1% | +253.2% |
| 3Y | +171.2% | +49.7% | +121.5% | +109.1% |
| All | +103.2% | +55.3% | +48.0% | +43.0% |
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