+51.2%
JD vs CPAY
+233.8%
-182.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.2% | -1.2% |
| 7D | -0.8% | +0.6% | -1.3% | -1.0% |
| 30D | -16.0% | +3.6% | -19.6% | -17.4% |
| 3M | -3.2% | +16.6% | -19.8% | -9.3% |
| 6M | +6.1% | +29.5% | -23.4% | -5.6% |
| YTD | -0.1% | +35.3% | -35.4% | -13.7% |
| 1Y | -12.7% | +30.6% | -43.4% | -23.8% |
| 3Y | -6.3% | +49.7% | -56.0% | -25.5% |
| 5Y | -61.3% | +54.4% | -115.8% | -70.2% |
| 10Y | +17.6% | +142.8% | -125.2% | -30.3% |
| All | +51.2% | +233.8% | -182.6% | -29.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling