+475.2%
COR vs PAYC
+510.1%
-34.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.7% | -0.4% |
| 7D | +2.9% | -0.5% | +3.3% | +2.9% |
| 30D | +5.8% | +5.2% | +0.7% | +5.2% |
| 3M | +11.4% | +18.0% | -6.5% | +9.1% |
| 6M | +34.5% | +81.6% | -47.2% | +24.6% |
| YTD | +4.1% | +57.3% | -53.2% | -2.3% |
| 1Y | -3.1% | +49.8% | -53.0% | -8.6% |
| 3Y | +80.9% | +49.0% | +31.9% | +66.8% |
| 5Y | +195.1% | -47.8% | +243.0% | +208.4% |
| All | +475.2% | +510.1% | -34.9% | +309.1% |
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