+108.7%
CCEP vs PAYC
-53.3%
+162.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.4% | +6.1% | +1.3% |
| 7D | -1.0% | -7.9% | +6.9% | -0.2% |
| 30D | -1.6% | +2.1% | -3.7% | -1.8% |
| 3M | +11.9% | +61.8% | -49.9% | +6.1% |
| 6M | +7.5% | +59.9% | -52.5% | +1.7% |
| YTD | +18.7% | +38.5% | -19.8% | +14.1% |
| 1Y | +21.4% | -1.4% | +22.8% | +21.3% |
| 3Y | +89.1% | -21.0% | +110.1% | +91.3% |
| 5Y | +108.7% | -52.9% | +161.6% | +103.7% |
| All | +108.7% | -53.3% | +162.0% | +103.7% |
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 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