+256.9%
CP vs PAYC
+535.4%
-278.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -2.0% | -0.4% |
| 7D | -0.7% | -9.5% | +8.8% | +1.1% |
| 30D | +9.6% | +3.3% | +6.4% | +8.9% |
| 3M | +2.2% | +14.5% | -12.3% | -0.6% |
| 6M | +11.1% | +76.0% | -64.9% | -1.6% |
| YTD | +28.2% | +53.4% | -25.2% | +15.7% |
| 1Y | +32.2% | +43.8% | -11.6% | +20.9% |
| 3Y | +35.5% | +45.3% | -9.8% | +20.4% |
| 5Y | +26.8% | -48.9% | +75.7% | +35.2% |
| 10Y | +256.9% | +500.5% | -243.6% | +127.5% |
| All | +256.9% | +535.4% | -278.5% | +127.5% |
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