+24.4%
CP vs PAYC
-52.1%
+76.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.1% | +3.4% | -1.1% |
| 7D | +2.8% | -10.2% | +13.0% | +4.0% |
| 30D | +10.2% | +6.1% | +4.1% | +9.4% |
| 3M | +2.4% | +10.1% | -7.7% | +1.1% |
| 6M | +7.7% | +88.6% | -81.0% | -0.9% |
| YTD | +26.0% | +50.0% | -24.0% | +19.1% |
| 1Y | +34.6% | +46.1% | -11.4% | +27.7% |
| 3Y | +26.7% | +51.2% | -24.5% | +17.8% |
| All | +24.4% | -52.1% | +76.5% | +42.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling