+330.8%
JCI vs PAYC
+352.8%
-22.0%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.5% |
| 7D | +0.4% | -10.2% | +10.6% | +2.4% |
| 30D | -7.7% | +2.0% | -9.7% | -8.3% |
| 3M | +2.8% | +58.3% | -55.5% | -7.3% |
| 6M | +7.2% | +64.5% | -57.2% | -4.9% |
| YTD | +20.0% | +36.5% | -16.6% | +10.2% |
| 1Y | +33.3% | -1.3% | +34.5% | +31.2% |
| 3Y | +161.3% | -22.1% | +183.4% | +160.2% |
| 5Y | +108.8% | -53.3% | +162.1% | +127.6% |
| All | +330.8% | +352.8% | -22.0% | +213.2% |
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 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