+40.2%
CVX vs PAYC
-1.1%
+41.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | +0.7% | -10.2% | +10.9% | +1.1% |
| 30D | +9.1% | +2.0% | +7.2% | +9.0% |
| 3M | +13.1% | +58.3% | -45.2% | +10.9% |
| 6M | +16.3% | +64.5% | -48.2% | +13.8% |
| YTD | +43.5% | +36.5% | +7.0% | +39.9% |
| 1Y | +40.2% | -1.3% | +41.4% | +35.8% |
| All | +40.2% | -1.1% | +41.3% | +35.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling