+89.1%
CCEP vs PAYC
-22.2%
+111.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.4% | +6.1% | +0.9% |
| 7D | -1.0% | -7.9% | +6.9% | -0.8% |
| 30D | -1.6% | +2.1% | -3.7% | -1.7% |
| 3M | +11.9% | +61.8% | -49.9% | +10.2% |
| 6M | +7.5% | +59.9% | -52.5% | +5.9% |
| YTD | +18.7% | +38.5% | -19.8% | +17.7% |
| 1Y | +21.4% | -1.4% | +22.8% | +21.9% |
| 3Y | +89.1% | -21.0% | +110.1% | +87.0% |
| All | +89.1% | -22.2% | +111.3% | +87.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling