-41.5%
INTU vs CPAY
+48.3%
-89.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.3% | -1.5% |
| 7D | -8.5% | -2.5% | -6.0% | -7.6% |
| 30D | -6.1% | +1.3% | -7.4% | -6.4% |
| 3M | +7.3% | +13.5% | -6.1% | +2.9% |
| 6M | -33.2% | +24.7% | -57.9% | -38.1% |
| YTD | -52.2% | +34.9% | -87.1% | -57.2% |
| 1Y | -52.7% | +29.7% | -82.4% | -57.1% |
| All | -41.5% | +48.3% | -89.8% | -51.5% |
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