+53.4%
CL vs PAYC
+330.2%
-276.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.4% | +5.0% | +0.1% |
| 7D | -1.4% | -7.9% | +6.5% | -0.7% |
| 30D | -5.2% | +2.1% | -7.3% | -5.4% |
| 3M | +3.3% | +61.8% | -58.5% | -1.3% |
| 6M | -4.4% | +59.9% | -64.3% | -8.8% |
| YTD | +13.9% | +38.5% | -24.6% | +9.9% |
| 1Y | +7.6% | -1.4% | +9.0% | +7.0% |
| 3Y | +29.6% | -21.0% | +50.6% | +29.3% |
| 5Y | +28.1% | -52.9% | +81.0% | +32.7% |
| 10Y | +53.4% | +332.8% | -279.4% | +20.3% |
| All | +53.4% | +330.2% | -276.9% | +20.3% |
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