+116.3%
CLF vs PAYC
+330.2%
-213.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.4% | +3.7% | +0.1% |
| 7D | +6.5% | -7.9% | +14.4% | +9.3% |
| 30D | +0.2% | +2.1% | -1.9% | -0.8% |
| 3M | -3.1% | +61.8% | -64.8% | -20.2% |
| 6M | +25.0% | +59.9% | -34.9% | +2.0% |
| YTD | -7.5% | +38.5% | -46.0% | -21.0% |
| 1Y | +11.5% | -1.4% | +12.9% | +7.6% |
| 3Y | -13.7% | -21.0% | +7.3% | -16.2% |
| 5Y | -47.0% | -52.9% | +5.9% | -39.2% |
| 10Y | +116.3% | +332.8% | -216.5% | +15.9% |
| All | +116.3% | +330.2% | -213.9% | +15.9% |
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 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