+230.4%
CCEP vs PAYC
+352.8%
-122.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | -5.7% | -10.2% | +4.4% | -4.2% |
| 30D | -3.4% | +2.0% | -5.4% | -3.8% |
| 3M | +5.5% | +58.3% | -52.8% | -2.7% |
| 6M | +2.2% | +64.5% | -62.3% | -6.8% |
| YTD | +14.6% | +36.5% | -21.9% | +7.5% |
| 1Y | +18.9% | -1.3% | +20.2% | +17.6% |
| 3Y | +82.6% | -22.1% | +104.7% | +81.4% |
| 5Y | +107.0% | -53.3% | +160.3% | +120.4% |
| All | +230.4% | +352.8% | -122.4% | +139.8% |
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