+209.1%
INTU vs CPAY
+155.3%
+53.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.7% |
| 7D | -9.2% | -2.7% | -6.5% | -7.9% |
| 30D | -7.0% | +0.6% | -7.6% | -7.2% |
| 3M | +10.5% | +17.0% | -6.5% | +2.9% |
| 6M | -30.6% | +24.1% | -54.7% | -37.6% |
| YTD | -52.3% | +35.7% | -88.1% | -59.5% |
| 1Y | -51.8% | +34.0% | -85.8% | -59.0% |
| 3Y | -41.8% | +50.3% | -92.1% | -55.1% |
| 5Y | -42.8% | +56.7% | -99.5% | -57.6% |
| All | +209.1% | +155.3% | +53.7% | +88.6% |
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