+293.5%
JCI vs PAYC
+510.1%
-216.6%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | +3.2% | +4.9% | -1.7% | +2.3% |
| 30D | -8.6% | +4.1% | -12.7% | -9.6% |
| 3M | -7.7% | +11.5% | -19.2% | -10.2% |
| 6M | -2.6% | +85.3% | -87.9% | -15.6% |
| YTD | +17.4% | +57.3% | -39.9% | +4.2% |
| 1Y | +16.9% | +52.6% | -35.6% | +4.5% |
| 3Y | +186.7% | +48.3% | +138.5% | +152.4% |
| 5Y | +95.4% | -47.8% | +143.2% | +109.1% |
| All | +293.5% | +510.1% | -216.6% | +161.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling