-0.8%
CCL vs PAYX
+21.7%
-22.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +0.9% |
| 7D | -3.2% | -4.9% | +1.6% | +0.1% |
| 30D | -17.8% | -3.8% | -14.0% | -15.8% |
| 3M | -18.7% | +17.9% | -36.5% | -28.8% |
| 6M | -11.4% | +26.1% | -37.5% | -27.7% |
| YTD | -24.3% | +6.7% | -31.1% | -29.5% |
| 1Y | -28.8% | -10.7% | -18.1% | -22.4% |
| 3Y | +49.3% | +7.0% | +42.4% | +29.3% |
| All | -0.8% | +21.7% | -22.5% | -16.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling