+75.4%
USAR vs CPAY
+57.7%
+17.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.2% |
| 7D | +2.3% | +0.6% | +1.8% | +2.3% |
| 30D | -8.6% | +3.6% | -12.2% | -8.5% |
| 3M | -20.5% | +16.6% | -37.1% | -20.1% |
| 6M | +1.2% | +29.5% | -28.3% | +1.8% |
| YTD | +48.4% | +35.3% | +13.1% | +51.1% |
| 1Y | +30.6% | +30.6% | 0.0% | +33.1% |
| 3Y | +73.6% | +49.7% | +23.9% | +80.6% |
| All | +75.4% | +57.7% | +17.6% | +82.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling