+1,056.5%
CCJ vs PAYC
+358.9%
+697.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.1% | -1.0% |
| 7D | -4.0% | -5.5% | +1.5% | -3.1% |
| 30D | -2.4% | +3.8% | -6.2% | -3.1% |
| 3M | -2.3% | +65.8% | -68.1% | -11.7% |
| 6M | -16.2% | +68.7% | -84.9% | -25.1% |
| YTD | +5.7% | +38.3% | -32.7% | -2.4% |
| 1Y | +21.3% | -2.4% | +23.6% | +20.2% |
| 3Y | +159.4% | -21.5% | +180.9% | +157.9% |
| 5Y | +300.7% | -52.7% | +353.4% | +328.7% |
| All | +1,056.5% | +358.9% | +697.6% | +961.2% |
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