+216.8%
CB vs PAYC
+330.2%
-113.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.4% | +4.0% | -0.7% |
| 7D | -0.6% | -7.9% | +7.3% | +0.6% |
| 30D | -3.9% | +2.1% | -6.0% | -4.3% |
| 3M | +4.9% | +61.8% | -56.9% | -2.8% |
| 6M | +3.3% | +59.9% | -56.7% | -4.6% |
| YTD | +8.5% | +38.5% | -30.0% | +2.2% |
| 1Y | +22.1% | -1.4% | +23.4% | +20.8% |
| 3Y | +70.1% | -21.0% | +91.1% | +68.8% |
| 5Y | +97.4% | -52.9% | +150.3% | +109.0% |
| 10Y | +216.8% | +332.8% | -116.0% | +138.7% |
| All | +216.8% | +330.2% | -113.4% | +138.7% |
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