+71.5%
COPX vs PAYC
-0.1%
+71.6%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | +0.2% |
| 7D | -2.3% | -5.5% | +3.2% | -3.3% |
| 30D | +0.3% | +3.8% | -3.5% | +1.1% |
| 3M | +6.8% | +65.8% | -59.0% | +20.4% |
| 6M | +7.9% | +68.7% | -60.8% | +23.0% |
| YTD | +23.7% | +38.3% | -14.6% | +40.6% |
| 1Y | +71.5% | -2.4% | +73.9% | +92.5% |
| All | +71.5% | -0.1% | +71.6% | +92.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling