+158.7%
P vs CPAY
+49.5%
+109.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.2% | +3.9% | +2.4% |
| 7D | +7.8% | +0.6% | +7.3% | +7.6% |
| 30D | +12.3% | +3.6% | +8.7% | +10.9% |
| 3M | +37.1% | +16.6% | +20.5% | +28.9% |
| 6M | +66.1% | +29.5% | +36.6% | +49.0% |
| YTD | +50.9% | +35.3% | +15.7% | +32.1% |
| 1Y | +27.2% | +30.6% | -3.4% | +12.6% |
| 3Y | +158.7% | +49.7% | +108.9% | +120.5% |
| All | +158.7% | +49.5% | +109.2% | +120.5% |
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