-89.7%
CDE vs PAYX
+35,385.9%
-35,475.6%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.6% | +1.1% |
| 7D | -3.1% | -4.9% | +1.7% | -2.6% |
| 30D | +9.5% | -3.8% | +13.3% | +9.9% |
| 3M | +25.5% | +17.9% | +7.6% | +22.8% |
| 6M | -7.9% | +26.1% | -34.0% | -10.8% |
| YTD | +15.6% | +6.7% | +8.8% | +14.0% |
| 1Y | +34.0% | -10.7% | +44.8% | +34.9% |
| 3Y | +791.9% | +7.0% | +784.9% | +776.9% |
| 5Y | +197.7% | +22.6% | +175.1% | +189.6% |
| 10Y | +55.0% | +166.5% | -111.5% | +41.7% |
| All | -89.7% | +35,385.9% | -35,475.6% | -92.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling