+329.9%
COP vs PAYC
+510.1%
-180.2%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.5% | -1.0% | +1.0% |
| 7D | +3.4% | -0.5% | +3.9% | +3.5% |
| 30D | -0.6% | +5.2% | -5.7% | -2.0% |
| 3M | +10.8% | +18.0% | -7.2% | +6.1% |
| 6M | +19.6% | +81.6% | -62.0% | +2.0% |
| YTD | +52.9% | +57.3% | -4.3% | +33.7% |
| 1Y | +62.2% | +49.8% | +12.4% | +43.6% |
| 3Y | +32.4% | +49.0% | -16.6% | +14.1% |
| 5Y | +129.7% | -47.8% | +177.6% | +146.0% |
| All | +329.9% | +510.1% | -180.2% | +155.2% |
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