+217.2%
CVX vs PAYC
+352.8%
-135.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | +0.7% | -10.2% | +10.9% | +2.7% |
| 30D | +9.1% | +2.0% | +7.2% | +8.6% |
| 3M | +13.1% | +58.3% | -45.2% | +2.4% |
| 6M | +16.3% | +64.5% | -48.2% | +4.0% |
| YTD | +43.5% | +36.5% | +7.0% | +32.6% |
| 1Y | +40.2% | -1.3% | +41.4% | +38.0% |
| 3Y | +44.2% | -22.1% | +66.4% | +43.1% |
| 5Y | +170.6% | -53.3% | +223.9% | +191.4% |
| All | +217.2% | +352.8% | -135.6% | +129.8% |
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 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