+125.0%
SU vs CPAY
+49.1%
+75.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | -0.1% | -0.1% |
| 7D | +2.2% | -2.0% | +4.2% | +2.5% |
| 30D | +8.4% | -0.4% | +8.8% | +8.5% |
| 3M | +12.1% | +16.4% | -4.3% | +9.4% |
| 6M | +19.7% | +23.5% | -3.9% | +15.4% |
| YTD | +58.4% | +35.7% | +22.8% | +48.6% |
| 1Y | +67.2% | +30.2% | +37.1% | +58.2% |
| 3Y | +125.0% | +49.7% | +75.3% | +101.4% |
| All | +125.0% | +49.1% | +75.9% | +101.4% |
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