+85.0%
COR vs PAYC
+50.2%
+34.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +2.9% | +3.0% |
| 7D | +7.8% | +4.9% | +3.0% | +7.6% |
| 30D | +7.0% | +4.1% | +2.9% | +6.9% |
| 3M | +16.3% | +11.5% | +4.8% | +15.9% |
| 6M | +41.3% | +85.3% | -44.0% | +39.3% |
| YTD | +7.1% | +57.3% | -50.1% | +5.5% |
| 1Y | -0.8% | +52.6% | -53.4% | -2.4% |
| 3Y | +85.0% | +48.3% | +36.7% | +92.0% |
| All | +85.0% | +50.2% | +34.8% | +92.0% |
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