+33.0%
USB vs CPAY
+65.6%
-32.5%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.9% | +2.4% |
| 7D | +0.8% | +11.9% | -11.1% | -1.3% |
| 30D | +6.8% | +15.1% | -8.3% | +4.0% |
| 3M | -3.8% | +16.5% | -20.3% | -6.5% |
| 6M | +11.7% | +33.1% | -21.4% | +5.8% |
| YTD | +17.5% | +52.2% | -34.7% | +8.2% |
| All | +33.0% | +65.6% | -32.5% | +19.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling