-11.8%
CAG vs PAYC
+5.6%
-17.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.7% | +2.8% | -0.5% |
| 7D | -3.8% | -2.9% | -0.9% | -3.5% |
| 30D | +3.1% | +32.8% | -29.6% | +0.2% |
| 3M | +23.5% | +69.3% | -45.8% | +15.8% |
| 6M | -14.8% | +74.0% | -88.8% | -19.8% |
| YTD | -5.4% | +46.4% | -51.8% | -9.8% |
| 1Y | -11.8% | +4.2% | -16.0% | -18.9% |
| All | -11.8% | +5.6% | -17.4% | -18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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