-41.4%
CHTR vs PAYX
-6.2%
-35.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.1% | +1.8% |
| 7D | -1.1% | -4.2% | +3.1% | +1.1% |
| 30D | -0.8% | +2.9% | -3.7% | -2.3% |
| 3M | +17.8% | +23.6% | -5.8% | +6.4% |
| 6M | -34.5% | +30.0% | -64.5% | -42.2% |
| YTD | -27.2% | +12.2% | -39.4% | -29.6% |
| 1Y | -41.4% | -7.5% | -34.0% | -38.0% |
| All | -41.4% | -6.2% | -35.2% | -38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 1y: compounded portfolio wealth divided by compounded PAYX 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…
1y analysis · Full analysis span regression · 6 months rolling