-50.8%
INTU vs CPAY
+33.9%
-84.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +2.9% | +2.8% |
| 7D | -3.3% | -2.0% | -1.4% | -2.6% |
| 30D | -3.9% | -0.4% | -3.6% | -3.7% |
| 3M | +16.6% | +16.4% | +0.3% | +11.4% |
| 6M | -26.4% | +23.5% | -50.0% | -30.5% |
| YTD | -51.0% | +35.7% | -86.7% | -55.1% |
| 1Y | -50.8% | +30.2% | -80.9% | -54.2% |
| All | -50.8% | +33.9% | -84.7% | -54.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling