+87.4%
COR vs PAYC
-22.2%
+109.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.4% | +3.5% | -1.8% |
| 7D | -1.9% | -7.9% | +6.0% | -1.8% |
| 30D | +1.5% | +2.1% | -0.6% | +1.5% |
| 3M | +18.7% | +61.8% | -43.1% | +18.1% |
| 6M | -9.0% | +59.9% | -69.0% | -9.5% |
| YTD | -3.3% | +38.5% | -41.8% | -3.9% |
| 1Y | +9.8% | -1.4% | +11.2% | +8.5% |
| 3Y | +87.4% | -21.0% | +108.4% | +81.8% |
| All | +87.4% | -22.2% | +109.6% | +81.8% |
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