+4,779.0%
CVX vs PAYX
+35,195.9%
-30,416.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.6% |
| 7D | +0.7% | -7.9% | +8.6% | +2.4% |
| 30D | +9.1% | -5.0% | +14.2% | +10.2% |
| 3M | +13.1% | +15.1% | -2.0% | +9.5% |
| 6M | +16.3% | +23.9% | -7.7% | +10.6% |
| YTD | +43.5% | +6.2% | +37.3% | +40.7% |
| 1Y | +40.2% | -9.6% | +49.8% | +42.1% |
| 3Y | +44.2% | +5.8% | +38.4% | +40.6% |
| 5Y | +170.6% | +22.0% | +148.7% | +154.2% |
| 10Y | +220.3% | +165.1% | +55.2% | +160.1% |
| All | +4,779.0% | +35,195.9% | -30,416.9% | +2,505.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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