+62.9%
KO vs CPAY
+49.2%
+13.8%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.3% |
| 7D | -1.1% | -2.7% | +1.6% | -1.0% |
| 30D | +1.6% | +0.6% | +1.0% | +1.5% |
| 3M | +5.8% | +17.0% | -11.3% | +4.9% |
| 6M | +14.3% | +24.1% | -9.8% | +12.9% |
| YTD | +27.3% | +35.7% | -8.4% | +24.6% |
| 1Y | +33.2% | +34.0% | -0.8% | +30.3% |
| All | +62.9% | +49.2% | +13.8% | +55.6% |
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 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