+193.4%
CVX vs PAYC
+1,229.9%
-1,036.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.7% | +2.4% | -0.7% |
| 7D | +3.3% | -2.9% | +6.2% | +3.8% |
| 30D | +12.9% | +32.8% | -19.9% | +6.9% |
| 3M | +11.7% | +69.3% | -57.6% | +1.0% |
| 6M | +14.1% | +74.0% | -59.8% | +2.3% |
| YTD | +40.7% | +46.4% | -5.7% | +29.5% |
| 1Y | +37.5% | +4.2% | +33.3% | +34.3% |
| 3Y | +43.9% | -19.7% | +63.7% | +42.1% |
| 5Y | +161.5% | -52.0% | +213.5% | +176.2% |
| 10Y | +215.1% | +356.9% | -141.8% | +127.7% |
| All | +193.4% | +1,229.9% | -1,036.5% | +88.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling