+233.3%
CP vs PAYC
+329.2%
-95.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.5% | -0.9% |
| 7D | +0.6% | -8.7% | +9.3% | +2.2% |
| 30D | -0.5% | +1.2% | -1.6% | -0.8% |
| 3M | +0.1% | +58.6% | -58.5% | -9.0% |
| 6M | +7.8% | +56.6% | -48.8% | -2.4% |
| YTD | +22.9% | +36.2% | -13.4% | +13.9% |
| 1Y | +21.3% | -2.2% | +23.5% | +19.9% |
| 3Y | +20.4% | -22.3% | +42.7% | +19.5% |
| 5Y | +34.9% | -53.9% | +88.8% | +45.8% |
| 10Y | +233.3% | +347.5% | -114.1% | +135.6% |
| All | +233.3% | +329.2% | -95.9% | +135.6% |
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