+397.9%
COR vs PAYC
+351.9%
+46.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.3% |
| 7D | -3.9% | -8.7% | +4.9% | -3.0% |
| 30D | -0.3% | +1.2% | -1.5% | -0.5% |
| 3M | +15.9% | +58.6% | -42.7% | +10.0% |
| 6M | -10.3% | +56.6% | -66.9% | -14.8% |
| YTD | -3.7% | +36.2% | -39.9% | -7.5% |
| 1Y | +9.1% | -2.2% | +11.3% | +8.3% |
| 3Y | +86.6% | -22.3% | +108.9% | +85.7% |
| 5Y | +180.9% | -53.9% | +234.8% | +194.0% |
| All | +397.9% | +351.9% | +46.0% | +375.9% |
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