+76.3%
CL vs PAYC
+451.9%
-375.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.5% |
| 7D | +0.5% | -11.1% | +11.6% | +1.6% |
| 30D | +11.6% | +1.8% | +9.8% | +11.4% |
| 3M | +5.6% | +10.2% | -4.6% | +4.6% |
| 6M | +13.2% | +73.5% | -60.4% | +7.3% |
| YTD | +26.9% | +49.4% | -22.5% | +21.6% |
| 1Y | +27.3% | +47.2% | -19.9% | +22.2% |
| 3Y | +39.7% | +44.4% | -4.7% | +32.6% |
| 5Y | +41.3% | -52.1% | +93.4% | +47.0% |
| 10Y | +76.3% | +474.3% | -398.0% | +36.5% |
| All | +76.3% | +451.9% | -375.7% | +36.5% |
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 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