-4.2%
OXY vs PAYC
+1,158.0%
-1,162.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.4% | +6.4% | +2.2% |
| 7D | -0.5% | -7.9% | +7.4% | +1.3% |
| 30D | +8.5% | +2.1% | +6.3% | +7.8% |
| 3M | +6.0% | +61.8% | -55.8% | -6.2% |
| 6M | +13.0% | +59.9% | -47.0% | -0.3% |
| YTD | +48.9% | +38.5% | +10.4% | +35.1% |
| 1Y | +36.4% | -1.4% | +37.8% | +33.8% |
| 3Y | -2.3% | -21.0% | +18.7% | -3.7% |
| 5Y | +160.6% | -52.9% | +213.5% | +181.5% |
| 10Y | +2.0% | +332.8% | -330.8% | -23.9% |
| All | -4.2% | +1,158.0% | -1,162.2% | -34.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling