+25.0%
ORCL vs PAYX
+5.8%
+19.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.4% | -5.8% | -5.5% |
| 7D | -0.7% | -7.9% | +7.2% | +1.3% |
| 30D | +5.1% | -5.0% | +10.2% | +6.4% |
| 3M | -23.7% | +15.1% | -38.9% | -27.7% |
| 6M | +3.1% | +23.9% | -20.8% | -4.9% |
| YTD | -20.8% | +6.2% | -26.9% | -24.1% |
| 1Y | -52.9% | -9.6% | -43.3% | -52.9% |
| All | +25.0% | +5.8% | +19.2% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 3y: compounded portfolio wealth divided by compounded PAYX 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…
3y analysis · Full analysis span regression · 6 months rolling