+49.3%
CCL vs PAYX
+6.4%
+42.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +1.0% |
| 7D | -3.2% | -4.9% | +1.6% | -1.5% |
| 30D | -17.8% | -3.8% | -14.0% | -16.7% |
| 3M | -18.7% | +17.9% | -36.5% | -24.0% |
| 6M | -11.4% | +26.1% | -37.5% | -20.1% |
| YTD | -24.3% | +6.7% | -31.1% | -25.6% |
| 1Y | -28.8% | -10.7% | -18.1% | -22.6% |
| 3Y | +49.3% | +7.0% | +42.4% | +43.0% |
| All | +49.3% | +6.4% | +42.9% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 3y: compounded portfolio wealth divided by compounded PAYX 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…
3y analysis · Full analysis span regression · 6 months rolling