+73.9%
CTVA vs PAYC
-21.6%
+95.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -0.8% |
| 7D | -4.5% | -5.5% | +1.0% | -4.0% |
| 30D | +11.3% | +3.8% | +7.5% | +10.9% |
| 3M | +12.3% | +65.8% | -53.5% | +6.2% |
| 6M | +7.2% | +68.7% | -61.5% | +0.8% |
| YTD | +26.0% | +38.3% | -12.3% | +21.6% |
| 1Y | +16.0% | -2.4% | +18.4% | +17.7% |
| 3Y | +73.9% | -21.5% | +95.5% | +78.8% |
| All | +73.9% | -21.6% | +95.5% | +78.8% |
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