+683.1%
CTAS vs PAYX
+167.8%
+515.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.2% |
| 7D | +0.5% | -4.9% | +5.4% | +3.5% |
| 30D | -0.7% | -3.8% | +3.1% | +1.3% |
| 3M | +11.1% | +17.9% | -6.8% | -0.1% |
| 6M | +2.1% | +26.1% | -23.9% | -12.6% |
| YTD | +8.0% | +6.7% | +1.2% | +2.1% |
| 1Y | -0.5% | -10.7% | +10.3% | +5.4% |
| 3Y | +66.2% | +7.0% | +59.2% | +52.3% |
| 5Y | +109.2% | +22.6% | +86.6% | +71.5% |
| All | +683.1% | +167.8% | +515.3% | +293.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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