+61.5%
CF vs PAYC
+50.7%
+10.8%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.1% | +5.8% | +1.1% |
| 7D | -3.2% | -10.2% | +7.0% | -2.3% |
| 30D | +4.3% | +6.1% | -1.8% | +3.5% |
| 3M | +2.8% | +10.1% | -7.3% | +1.5% |
| 6M | +0.6% | +88.6% | -88.0% | -7.2% |
| YTD | +56.6% | +50.0% | +6.7% | +48.6% |
| 1Y | +49.6% | +46.1% | +3.5% | +42.4% |
| 3Y | +61.5% | +51.2% | +10.3% | +52.0% |
| All | +61.5% | +50.7% | +10.8% | +52.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling