+6,610.0%
AXP vs PAYX
+37,197.0%
-30,586.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.7% | +1.6% | -0.1% |
| 7D | -2.1% | -4.2% | +2.1% | -0.5% |
| 30D | -6.5% | +2.9% | -9.5% | -7.7% |
| 3M | +4.6% | +23.6% | -19.0% | -3.9% |
| 6M | +5.4% | +30.0% | -24.6% | -5.5% |
| YTD | -11.1% | +12.2% | -23.3% | -15.8% |
| 1Y | -0.3% | -7.5% | +7.2% | +1.4% |
| 3Y | +111.6% | +10.1% | +101.5% | +100.1% |
| 5Y | +117.6% | +25.1% | +92.5% | +96.0% |
| 10Y | +474.1% | +171.7% | +302.4% | +298.6% |
| All | +6,610.0% | +37,197.0% | -30,586.9% | +1,925.6% |
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