+238.9%
CRM vs PAYC
+358.9%
-120.0%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.6% | +1.4% |
| 7D | -4.4% | -5.5% | +1.1% | -2.1% |
| 30D | +28.1% | +3.8% | +24.4% | +26.5% |
| 3M | +48.8% | +65.8% | -17.0% | +18.2% |
| 6M | +28.3% | +68.7% | -40.4% | +1.3% |
| YTD | -6.0% | +38.3% | -44.4% | -19.5% |
| 1Y | +1.4% | -2.4% | +3.8% | 0.0% |
| 3Y | +11.8% | -21.5% | +33.4% | +11.0% |
| 5Y | -2.0% | -52.7% | +50.7% | +17.9% |
| All | +238.9% | +358.9% | -120.0% | +66.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling