+251.6%
ORCL vs PAYC
+451.9%
-200.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.5% | +3.3% |
| 7D | +0.5% | -11.1% | +11.6% | +3.2% |
| 30D | -15.3% | +1.8% | -17.1% | -15.8% |
| 3M | -18.2% | +10.2% | -28.4% | -20.4% |
| 6M | -38.4% | +73.5% | -111.9% | -46.9% |
| YTD | -37.7% | +49.4% | -87.2% | -44.7% |
| 1Y | -49.3% | +47.2% | -96.5% | -54.8% |
| 3Y | +10.6% | +44.4% | -33.8% | -3.5% |
| 5Y | +35.5% | -52.1% | +87.6% | +46.7% |
| 10Y | +251.6% | +474.3% | -222.7% | +103.7% |
| All | +251.6% | +451.9% | -200.4% | +103.7% |
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