+363.4%
ORCL vs PAYC
+330.2%
+33.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -5.4% | +7.8% | +3.6% |
| 7D | +15.0% | -7.9% | +22.9% | +17.1% |
| 30D | +10.5% | +2.1% | +8.4% | +9.9% |
| 3M | -23.0% | +61.8% | -84.8% | -32.2% |
| 6M | +7.0% | +59.9% | -52.9% | -5.8% |
| YTD | -15.8% | +38.5% | -54.3% | -23.5% |
| 1Y | -31.1% | -1.4% | -29.7% | -32.5% |
| 3Y | +33.3% | -21.0% | +54.3% | +31.4% |
| 5Y | +94.3% | -52.9% | +147.2% | +110.3% |
| 10Y | +363.4% | +332.8% | +30.6% | +191.9% |
| All | +363.4% | +330.2% | +33.1% | +191.9% |
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