+3,154.0%
CLS vs PAYX
+167.8%
+2,986.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.5% | +6.0% | +6.4% |
| 7D | +10.9% | -4.9% | +15.8% | +12.8% |
| 30D | +2.1% | -3.8% | +5.9% | +3.3% |
| 3M | -10.2% | +17.9% | -28.1% | -17.1% |
| 6M | +30.4% | +26.1% | +4.3% | +15.8% |
| YTD | +17.2% | +6.7% | +10.5% | +11.0% |
| 1Y | +41.0% | -10.7% | +51.8% | +44.7% |
| 3Y | +1,338.0% | +7.0% | +1,331.0% | +1,193.3% |
| 5Y | +3,860.6% | +22.6% | +3,838.0% | +3,184.8% |
| All | +3,154.0% | +167.8% | +2,986.2% | +2,074.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling