+36.1%
CCL vs PAYC
-49.7%
+85.8%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.2% | -1.0% |
| 7D | -1.5% | -9.5% | +8.0% | +2.3% |
| 30D | +16.5% | +3.3% | +13.2% | +14.7% |
| 3M | +11.2% | +14.5% | -3.3% | +4.6% |
| 6M | +22.6% | +76.0% | -53.5% | -6.6% |
| YTD | +2.6% | +53.4% | -50.8% | -18.4% |
| 1Y | +17.0% | +43.8% | -26.8% | -4.0% |
| 3Y | +145.5% | +45.3% | +100.3% | +93.3% |
| 5Y | +36.1% | -48.9% | +85.0% | +100.8% |
| All | +36.1% | -49.7% | +85.8% | +100.8% |
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 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