+272.2%
QCOM vs CPAY
+155.3%
+116.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | 0.0% |
| 7D | +4.9% | -2.7% | +7.6% | +6.0% |
| 30D | +9.3% | +0.6% | +8.8% | +8.9% |
| 3M | -7.0% | +17.0% | -24.0% | -13.4% |
| 6M | +32.0% | +24.1% | +7.9% | +19.4% |
| YTD | +5.0% | +35.7% | -30.7% | -9.8% |
| 1Y | +13.6% | +34.0% | -20.4% | -2.4% |
| 3Y | +77.6% | +50.3% | +27.3% | +42.8% |
| 5Y | +38.2% | +56.7% | -18.4% | +7.0% |
| All | +272.2% | +155.3% | +116.9% | +156.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling