+86.0%
CAPR vs PAYC
-53.3%
+139.3%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.4% | +1.8% | -2.6% |
| 7D | -9.5% | -7.9% | -1.6% | -8.1% |
| 30D | +121.5% | +2.1% | +119.4% | +119.8% |
| 3M | -65.4% | +61.8% | -127.1% | -69.4% |
| 6M | -67.5% | +59.9% | -127.5% | -71.5% |
| YTD | -68.6% | +38.5% | -107.1% | -71.5% |
| 1Y | +42.7% | -1.4% | +44.0% | +39.4% |
| 3Y | +43.4% | -21.0% | +64.4% | +42.5% |
| 5Y | +86.0% | -52.9% | +138.9% | +88.9% |
| All | +86.0% | -53.3% | +139.3% | +88.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling