+97.4%
CB vs PAYC
-53.3%
+150.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.4% | +4.0% | -1.1% |
| 7D | -0.6% | -7.9% | +7.3% | -0.1% |
| 30D | -3.9% | +2.1% | -6.0% | -4.1% |
| 3M | +4.9% | +61.8% | -56.9% | +1.2% |
| 6M | +3.3% | +59.9% | -56.7% | -0.5% |
| YTD | +8.5% | +38.5% | -30.0% | +5.5% |
| 1Y | +22.1% | -1.4% | +23.4% | +21.4% |
| 3Y | +70.1% | -21.0% | +91.1% | +70.6% |
| 5Y | +97.4% | -52.9% | +150.3% | +95.8% |
| All | +97.4% | -53.3% | +150.7% | +95.8% |
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 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