+43.4%
CL vs PAYC
-48.2%
+91.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +3.2% | +4.9% | -1.6% | +3.0% |
| 30D | +8.0% | +4.1% | +3.9% | +7.9% |
| 3M | +7.9% | +11.5% | -3.6% | +7.4% |
| 6M | +14.7% | +85.3% | -70.6% | +11.8% |
| YTD | +29.2% | +57.3% | -28.1% | +26.6% |
| 1Y | +29.5% | +52.6% | -23.0% | +27.1% |
| 3Y | +40.7% | +48.3% | -7.6% | +38.0% |
| All | +43.4% | -48.2% | +91.5% | +38.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling