-37.7%
CAG vs PAYC
+358.9%
-396.5%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -0.8% |
| 7D | -5.7% | -5.5% | -0.2% | -5.2% |
| 30D | -2.4% | +3.8% | -6.2% | -2.7% |
| 3M | +9.8% | +65.8% | -56.0% | +4.9% |
| 6M | -10.8% | +68.7% | -79.5% | -15.1% |
| YTD | -10.8% | +38.3% | -49.2% | -13.8% |
| 1Y | -19.0% | -2.4% | -16.6% | -19.5% |
| 3Y | -39.7% | -21.5% | -18.1% | -39.9% |
| 5Y | -43.0% | -52.7% | +9.7% | -41.6% |
| All | -37.7% | +358.9% | -396.5% | -55.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling