+68.6%
CSX vs PAYC
+50.7%
+17.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -5.1% | +1.7% | -2.9% |
| 7D | -5.5% | -10.2% | +4.7% | -4.5% |
| 30D | +4.9% | +6.1% | -1.2% | +4.4% |
| 3M | -2.9% | +10.1% | -12.9% | -3.7% |
| 6M | +8.3% | +88.6% | -80.3% | +0.8% |
| YTD | +36.7% | +50.0% | -13.2% | +31.6% |
| 1Y | +41.5% | +46.1% | -4.6% | +36.8% |
| 3Y | +68.6% | +51.2% | +17.5% | +58.9% |
| All | +68.6% | +50.7% | +17.9% | +58.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling