+42.7%
ORCL vs PAYC
-48.2%
+90.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +8.0% | +4.9% | +3.1% | +7.0% |
| 30D | -4.0% | +4.1% | -8.1% | -4.8% |
| 3M | -19.5% | +11.5% | -30.9% | -21.4% |
| 6M | -33.5% | +85.3% | -118.8% | -42.2% |
| YTD | -34.8% | +57.3% | -92.1% | -41.7% |
| 1Y | -41.6% | +52.6% | -94.2% | -47.6% |
| 3Y | +13.8% | +48.3% | -34.5% | +1.2% |
| All | +42.7% | -48.2% | +90.8% | +48.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling