+147.9%
OXY vs PAYC
-52.9%
+200.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.3% |
| 7D | +2.8% | -5.5% | +8.3% | +3.7% |
| 30D | +5.5% | +3.8% | +1.7% | +4.7% |
| 3M | +11.3% | +65.8% | -54.5% | +2.3% |
| 6M | +11.6% | +68.7% | -57.1% | +2.0% |
| YTD | +51.6% | +38.3% | +13.2% | +42.7% |
| 1Y | +36.2% | -2.4% | +38.6% | +35.7% |
| 3Y | +1.7% | -21.5% | +23.3% | +2.4% |
| All | +147.9% | -52.9% | +200.8% | +183.4% |
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