+467.4%
CF vs PAYC
+523.1%
-55.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +1.9% | +2.5% |
| 7D | +4.8% | -9.5% | +14.3% | +6.7% |
| 30D | +9.7% | +2.5% | +7.2% | +8.8% |
| 3M | +1.2% | +11.7% | -10.4% | -1.5% |
| 6M | +7.4% | +74.6% | -67.3% | -6.1% |
| YTD | +60.5% | +50.4% | +10.1% | +43.7% |
| 1Y | +50.7% | +44.0% | +6.7% | +36.2% |
| 3Y | +64.8% | +42.5% | +22.3% | +44.9% |
| 5Y | +115.8% | -50.3% | +166.1% | +132.3% |
| All | +467.4% | +523.1% | -55.7% | +190.1% |
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