+196.4%
CFG vs PAYC
-18.2%
+214.6%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.7% | +3.6% | +0.5% |
| 7D | +1.5% | -2.9% | +4.4% | +2.0% |
| 30D | -3.8% | +32.8% | -36.6% | -8.6% |
| 3M | +11.5% | +69.3% | -57.8% | +1.0% |
| 6M | +19.2% | +74.0% | -54.8% | +6.6% |
| YTD | +23.7% | +46.4% | -22.7% | +14.8% |
| 1Y | +38.8% | +4.2% | +34.7% | +39.0% |
| All | +196.4% | -18.2% | +214.6% | +214.5% |
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