+753.7%
CCJ vs PAYC
+510.1%
+243.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -0.8% | +4.9% | -5.7% | -1.7% |
| 30D | -13.2% | +4.1% | -17.3% | -14.0% |
| 3M | -27.6% | +11.5% | -39.1% | -29.4% |
| 6M | -38.7% | +85.3% | -124.0% | -46.5% |
| YTD | -22.7% | +57.3% | -80.0% | -31.0% |
| 1Y | -17.6% | +52.6% | -70.1% | -26.0% |
| 3Y | +62.7% | +48.3% | +14.4% | +42.6% |
| 5Y | +159.7% | -47.8% | +207.6% | +175.8% |
| All | +753.7% | +510.1% | +243.5% | +482.8% |
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