-37.2%
CRL vs PAYC
-53.8%
+16.7%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.8% | -0.3% |
| 7D | -4.6% | -8.7% | +4.2% | -1.7% |
| 30D | +0.5% | +1.2% | -0.7% | -0.1% |
| 3M | +46.6% | +58.6% | -12.0% | +22.8% |
| 6M | +57.3% | +56.6% | +0.7% | +31.4% |
| YTD | +39.5% | +36.2% | +3.3% | +22.1% |
| 1Y | +76.9% | -2.2% | +79.1% | +73.6% |
| 3Y | +39.4% | -22.3% | +61.7% | +41.7% |
| 5Y | -37.2% | -53.9% | +16.7% | -19.1% |
| All | -37.2% | -53.8% | +16.7% | -19.1% |
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