+172.2%
CVX vs PAYC
-53.8%
+226.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.6% | +3.5% | +2.1% |
| 7D | +1.0% | -8.7% | +9.7% | +1.9% |
| 30D | +10.7% | +1.2% | +9.5% | +10.4% |
| 3M | +15.5% | +58.6% | -43.1% | +9.4% |
| 6M | +14.9% | +56.6% | -41.7% | +8.7% |
| YTD | +44.2% | +36.2% | +8.0% | +38.3% |
| 1Y | +43.5% | -2.2% | +45.7% | +42.9% |
| 3Y | +45.0% | -22.3% | +67.3% | +44.9% |
| 5Y | +172.2% | -53.9% | +226.0% | +182.9% |
| All | +172.2% | -53.8% | +226.0% | +182.9% |
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