+37.5%
ZBRA vs CPAY
+49.1%
-11.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.9% |
| 7D | -3.4% | -2.0% | -1.5% | -2.4% |
| 30D | -7.4% | -0.4% | -7.0% | -7.3% |
| 3M | +57.5% | +16.4% | +41.2% | +45.3% |
| 6M | +64.0% | +23.5% | +40.5% | +45.4% |
| YTD | +44.3% | +35.7% | +8.6% | +18.4% |
| 1Y | +10.9% | +30.2% | -19.3% | -6.8% |
| 3Y | +37.5% | +49.7% | -12.2% | +3.7% |
| All | +37.5% | +49.1% | -11.6% | +3.7% |
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