+414.9%
CSX vs PAYC
+510.1%
-95.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +6.0% | +4.9% | +1.1% | +4.9% |
| 30D | +7.8% | +4.1% | +3.7% | +6.8% |
| 3M | +4.1% | +11.5% | -7.4% | +1.5% |
| 6M | +17.9% | +85.3% | -67.4% | +1.4% |
| YTD | +44.9% | +57.3% | -12.4% | +28.0% |
| 1Y | +51.1% | +52.6% | -1.4% | +34.4% |
| 3Y | +78.3% | +48.3% | +30.0% | +55.2% |
| 5Y | +58.1% | -47.8% | +105.9% | +69.5% |
| All | +414.9% | +510.1% | -95.2% | +243.1% |
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