+6,516.0%
AXP vs PAYX
+35,710.1%
-29,194.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.6% |
| 7D | -0.1% | -1.2% | +1.1% | +0.3% |
| 30D | +4.4% | +7.8% | -3.4% | +1.4% |
| 3M | -6.4% | -6.8% | +0.4% | -4.4% |
| 6M | +4.2% | +31.3% | -27.2% | -7.2% |
| YTD | -12.4% | +7.7% | -20.1% | -16.2% |
| 1Y | -11.1% | +8.1% | -19.2% | -15.1% |
| 3Y | +114.9% | +12.2% | +102.7% | +101.0% |
| 5Y | +87.4% | +8.9% | +78.5% | +77.0% |
| 10Y | +420.8% | +179.0% | +241.8% | +257.7% |
| All | +6,516.0% | +35,710.1% | -29,194.1% | +1,917.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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