+259.7%
CP vs PAYC
+1,266.0%
-1,006.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.4% |
| 7D | +2.8% | -9.5% | +12.3% | +4.5% |
| 30D | +11.0% | +2.5% | +8.6% | +10.5% |
| 3M | +3.8% | +11.7% | -7.8% | +1.7% |
| 6M | +9.5% | +74.6% | -65.1% | -1.6% |
| YTD | +28.2% | +50.4% | -22.2% | +17.4% |
| 1Y | +33.0% | +44.0% | -11.1% | +22.7% |
| 3Y | +35.5% | +42.5% | -6.9% | +22.5% |
| 5Y | +25.8% | -50.3% | +76.1% | +32.2% |
| 10Y | +250.7% | +521.2% | -270.5% | +143.0% |
| All | +259.7% | +1,266.0% | -1,006.3% | +132.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling