-0.8%
CRM vs PAYC
-52.9%
+52.1%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.6% | +1.4% |
| 7D | -4.4% | -5.5% | +1.1% | -2.2% |
| 30D | +28.1% | +3.8% | +24.4% | +26.5% |
| 3M | +48.8% | +65.8% | -17.0% | +18.6% |
| 6M | +28.3% | +68.7% | -40.4% | +1.6% |
| YTD | -6.0% | +38.3% | -44.4% | -19.5% |
| 1Y | +1.4% | -2.4% | +3.8% | -0.8% |
| 3Y | +11.8% | -21.5% | +33.4% | +13.3% |
| All | -0.8% | -52.9% | +52.1% | +19.2% |
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