+74.8%
QCOM vs CPAY
+49.5%
+25.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.2% | +5.4% | +3.9% |
| 7D | +5.1% | +0.6% | +4.5% | +4.8% |
| 30D | +4.3% | +3.6% | +0.7% | +2.9% |
| 3M | -19.6% | +16.6% | -36.3% | -24.3% |
| 6M | +29.5% | +29.5% | 0.0% | +16.7% |
| YTD | +3.4% | +35.3% | -31.9% | -9.7% |
| 1Y | +10.9% | +30.6% | -19.7% | -1.8% |
| 3Y | +74.8% | +49.7% | +25.0% | +43.2% |
| All | +74.8% | +49.5% | +25.3% | +43.2% |
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