+30.6%
ORCL vs PAYC
-52.1%
+82.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.1% | +5.9% | +1.8% |
| 7D | -11.2% | -10.2% | -1.0% | -9.3% |
| 30D | -18.8% | +6.1% | -25.0% | -19.9% |
| 3M | -18.8% | +10.1% | -28.8% | -20.6% |
| 6M | -39.7% | +88.6% | -128.4% | -48.0% |
| YTD | -39.6% | +50.0% | -89.6% | -45.6% |
| 1Y | -51.7% | +46.1% | -97.8% | -56.3% |
| 3Y | +10.2% | +51.2% | -40.9% | -2.4% |
| All | +30.6% | -52.1% | +82.7% | +39.9% |
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 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