+145.9%
CG vs PAYC
+1,266.0%
-1,120.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.1% | -1.6% |
| 7D | +2.0% | -9.5% | +11.5% | +5.3% |
| 30D | +8.5% | +2.5% | +6.1% | +7.7% |
| 3M | -12.1% | +11.7% | -23.8% | -15.2% |
| 6M | -16.4% | +74.6% | -91.1% | -31.6% |
| YTD | -28.0% | +50.4% | -78.3% | -38.7% |
| 1Y | -18.9% | +44.0% | -62.9% | -30.0% |
| 3Y | +51.2% | +42.5% | +8.8% | +28.4% |
| 5Y | -15.9% | -50.3% | +34.4% | -5.8% |
| 10Y | +305.9% | +521.2% | -215.3% | +165.3% |
| All | +145.9% | +1,266.0% | -1,120.1% | +42.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling