+20.8%
COP vs PAYC
-22.2%
+43.0%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.4% | +6.0% | +1.3% |
| 7D | -0.8% | -7.9% | +7.1% | +0.1% |
| 30D | +15.6% | +2.1% | +13.5% | +15.2% |
| 3M | +14.3% | +61.8% | -47.4% | +6.4% |
| 6M | +17.0% | +59.9% | -42.9% | +8.7% |
| YTD | +47.4% | +38.5% | +8.9% | +39.9% |
| 1Y | +52.4% | -1.4% | +53.8% | +52.7% |
| 3Y | +20.8% | -21.0% | +41.8% | +22.0% |
| All | +20.8% | -22.2% | +43.0% | +22.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling