+6.4%
OXY vs PAYX
+167.8%
-161.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.2% |
| 7D | +2.8% | -4.9% | +7.7% | +5.8% |
| 30D | +5.5% | -3.8% | +9.2% | +7.4% |
| 3M | +11.3% | +17.9% | -6.6% | -0.6% |
| 6M | +11.6% | +26.1% | -14.5% | -5.0% |
| YTD | +51.6% | +6.7% | +44.8% | +42.0% |
| 1Y | +36.2% | -10.7% | +47.0% | +42.9% |
| 3Y | +1.7% | +7.0% | -5.3% | -9.0% |
| 5Y | +164.5% | +22.6% | +141.9% | +104.3% |
| All | +6.4% | +167.8% | -161.4% | -42.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling