+1,346.4%
MU vs CPAY
+54.3%
+1,292.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.2% | +3.0% | +2.9% |
| 7D | +7.5% | -2.5% | +10.0% | +8.8% |
| 30D | +19.4% | +1.3% | +18.1% | +18.5% |
| 3M | +9.8% | +13.5% | -3.6% | +1.4% |
| 6M | +164.1% | +24.7% | +139.4% | +129.8% |
| YTD | +260.3% | +34.9% | +225.4% | +192.1% |
| 1Y | +661.2% | +29.7% | +631.5% | +526.9% |
| 3Y | +1,380.8% | +49.4% | +1,331.5% | +1,017.6% |
| 5Y | +1,346.4% | +53.5% | +1,292.9% | +908.1% |
| All | +1,346.4% | +54.3% | +1,292.1% | +908.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling