-30.4%
CPB vs PAYC
+5.6%
-35.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.7% | +0.3% | -2.8% |
| 7D | -8.6% | -2.9% | -5.7% | -8.2% |
| 30D | -7.2% | +32.8% | -40.0% | -11.6% |
| 3M | +0.9% | +69.3% | -68.4% | -9.2% |
| 6M | -11.8% | +74.0% | -85.8% | -20.9% |
| YTD | -19.4% | +46.4% | -65.8% | -26.6% |
| 1Y | -30.4% | +4.2% | -34.5% | -37.4% |
| All | -30.4% | +5.6% | -35.9% | -37.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling