+54.5%
USAR vs CPAY
+58.2%
-3.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -3.0% |
| 7D | -11.6% | -2.0% | -9.7% | -11.7% |
| 30D | -15.5% | -0.4% | -15.1% | -15.5% |
| 3M | -31.0% | +16.4% | -47.4% | -30.7% |
| 6M | -26.2% | +23.5% | -49.7% | -26.0% |
| YTD | +30.8% | +35.7% | -4.9% | +33.1% |
| 1Y | +7.1% | +30.2% | -23.1% | +9.1% |
| 3Y | +53.0% | +49.7% | +3.3% | +59.1% |
| All | +54.5% | +58.2% | -3.7% | +60.6% |
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