+512.1%
PAYC vs CASY
+550.0%
-37.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.0% | +3.6% | +2.9% |
| 7D | -0.5% | +2.5% | -3.0% | -1.3% |
| 30D | +5.2% | +10.2% | -5.1% | +1.4% |
| 3M | +18.0% | -15.7% | +33.7% | +24.4% |
| 6M | +81.6% | -18.4% | +100.0% | +90.9% |
| YTD | +57.3% | +28.3% | +29.0% | +34.8% |
| 1Y | +49.8% | +32.6% | +17.3% | +26.3% |
| 3Y | +49.0% | +159.5% | -110.5% | -11.7% |
| 5Y | -47.8% | +263.9% | -311.7% | -74.4% |
| All | +512.1% | +550.0% | -37.9% | +136.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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