-46.9%
CPB vs PAYC
+352.8%
-399.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.2% | -4.5% | -4.3% |
| 7D | -5.4% | -10.2% | +4.8% | -4.9% |
| 30D | -7.8% | +2.0% | -9.8% | -7.9% |
| 3M | -6.9% | +58.3% | -65.2% | -9.3% |
| 6M | -12.2% | +64.5% | -76.7% | -14.6% |
| YTD | -21.1% | +36.5% | -57.6% | -22.7% |
| 1Y | -33.5% | -1.3% | -32.2% | -34.1% |
| 3Y | -43.2% | -22.1% | -21.0% | -43.6% |
| 5Y | -40.9% | -53.3% | +12.4% | -40.7% |
| All | -46.9% | +352.8% | -399.7% | -54.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling