+308.6%
CFG vs PAYC
+330.2%
-21.6%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.4% | +4.3% | +0.4% |
| 7D | +2.7% | -7.9% | +10.6% | +5.0% |
| 30D | -3.7% | +2.1% | -5.8% | -4.5% |
| 3M | +9.5% | +61.8% | -52.3% | -6.2% |
| 6M | +22.2% | +59.9% | -37.7% | +3.9% |
| YTD | +22.3% | +38.5% | -16.2% | +8.0% |
| 1Y | +39.4% | -1.4% | +40.8% | +36.0% |
| 3Y | +188.5% | -21.0% | +209.5% | +185.1% |
| 5Y | +101.5% | -52.9% | +154.5% | +124.1% |
| 10Y | +308.6% | +332.8% | -24.2% | +162.3% |
| All | +308.6% | +330.2% | -21.6% | +162.3% |
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