+287.5%
CAH vs PAYC
+358.9%
-71.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -0.7% |
| 7D | -5.1% | -5.5% | +0.4% | -4.6% |
| 30D | +0.2% | +3.8% | -3.6% | -0.3% |
| 3M | +6.3% | +65.8% | -59.5% | +0.4% |
| 6M | +9.4% | +68.7% | -59.3% | +2.8% |
| YTD | +15.0% | +38.3% | -23.4% | +10.2% |
| 1Y | +55.4% | -2.4% | +57.8% | +54.7% |
| 3Y | +173.8% | -21.5% | +195.4% | +173.2% |
| 5Y | +395.2% | -52.7% | +447.9% | +418.7% |
| All | +287.5% | +358.9% | -71.4% | +221.8% |
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