+358.0%
CCEP vs PAYC
+1,229.9%
-871.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.7% | +0.6% | -2.6% |
| 7D | -3.1% | -2.9% | -0.2% | -2.7% |
| 30D | -2.6% | +32.8% | -35.3% | -6.7% |
| 3M | +14.9% | +69.3% | -54.3% | +6.1% |
| 6M | +2.3% | +74.0% | -71.7% | -6.5% |
| YTD | +17.8% | +46.4% | -28.6% | +10.3% |
| 1Y | +24.2% | +4.2% | +20.0% | +22.0% |
| 3Y | +84.7% | -19.7% | +104.5% | +82.8% |
| 5Y | +103.2% | -52.0% | +155.2% | +112.5% |
| 10Y | +257.4% | +356.9% | -99.5% | +180.6% |
| All | +358.0% | +1,229.9% | -871.8% | +232.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling