+130.0%
CVX vs PAYC
-48.2%
+178.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +3.4% | +4.9% | -1.4% | +2.9% |
| 30D | -1.0% | +4.1% | -5.1% | -1.5% |
| 3M | +12.2% | +11.5% | +0.7% | +10.8% |
| 6M | +20.3% | +85.3% | -64.9% | +11.9% |
| YTD | +48.3% | +57.3% | -9.0% | +40.0% |
| 1Y | +46.9% | +52.6% | -5.7% | +39.1% |
| 3Y | +73.1% | +48.3% | +24.8% | +63.3% |
| All | +130.0% | -48.2% | +178.2% | +142.2% |
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