+126.3%
PAAS vs CPAY
+54.3%
+72.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.2% | +4.0% | +3.8% |
| 7D | +2.6% | -2.5% | +5.1% | +3.3% |
| 30D | +2.5% | +1.3% | +1.2% | +2.0% |
| 3M | +15.1% | +13.5% | +1.6% | +11.0% |
| 6M | -12.1% | +24.7% | -36.8% | -17.4% |
| YTD | +3.1% | +34.9% | -31.9% | -5.5% |
| 1Y | +50.8% | +29.7% | +21.1% | +39.4% |
| 3Y | +259.5% | +49.4% | +210.1% | +205.8% |
| 5Y | +126.3% | +53.5% | +72.8% | +76.0% |
| All | +126.3% | +54.3% | +72.0% | +76.0% |
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