+412.6%
CSX vs PAYC
+451.9%
-39.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.1% | +2.8% |
| 7D | -2.2% | -11.1% | +8.9% | +0.3% |
| 30D | +6.8% | +1.8% | +5.0% | +6.3% |
| 3M | +0.7% | +10.2% | -9.5% | -1.6% |
| 6M | +13.3% | +73.5% | -60.3% | -1.2% |
| YTD | +40.5% | +49.4% | -8.9% | +25.6% |
| 1Y | +44.7% | +47.2% | -2.5% | +29.7% |
| 3Y | +74.5% | +44.4% | +30.1% | +52.8% |
| 5Y | +52.0% | -52.1% | +104.1% | +66.2% |
| 10Y | +412.6% | +474.3% | -61.6% | +256.1% |
| All | +412.6% | +451.9% | -39.3% | +256.1% |
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 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