+48.2%
CSX vs PAYC
-52.1%
+100.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -5.1% | +1.7% | -2.6% |
| 7D | -5.5% | -10.2% | +4.7% | -4.1% |
| 30D | +4.9% | +6.1% | -1.2% | +4.1% |
| 3M | -2.9% | +10.1% | -12.9% | -4.3% |
| 6M | +8.3% | +88.6% | -80.3% | -2.5% |
| YTD | +36.7% | +50.0% | -13.2% | +27.3% |
| 1Y | +41.5% | +46.1% | -4.6% | +32.3% |
| 3Y | +68.6% | +51.2% | +17.5% | +54.3% |
| All | +48.2% | -52.1% | +100.3% | +62.0% |
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 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