+312.1%
CG vs PAYC
+352.8%
-40.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.4% |
| 7D | -9.8% | -10.2% | +0.4% | -6.3% |
| 30D | -10.3% | +2.0% | -12.3% | -10.9% |
| 3M | -1.7% | +58.3% | -59.9% | -18.7% |
| 6M | -9.8% | +64.5% | -74.3% | -27.3% |
| YTD | -25.6% | +36.5% | -62.1% | -35.9% |
| 1Y | -32.5% | -1.3% | -31.3% | -34.5% |
| 3Y | +45.6% | -22.1% | +67.8% | +44.7% |
| 5Y | +3.7% | -53.3% | +57.0% | +21.6% |
| All | +312.1% | +352.8% | -40.7% | +192.1% |
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