+1,450.8%
PAYC vs CASY
+1,120.5%
+330.3%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.3% | -3.4% | -3.6% |
| 7D | -2.9% | +0.1% | -3.0% | -2.9% |
| 30D | +32.8% | -11.3% | +44.1% | +37.7% |
| 3M | +69.3% | -0.6% | +69.9% | +66.5% |
| 6M | +74.0% | +10.7% | +63.3% | +62.8% |
| YTD | +46.4% | +37.1% | +9.3% | +25.7% |
| 1Y | +4.2% | +52.3% | -48.1% | -14.6% |
| 3Y | -19.7% | +215.2% | -234.9% | -52.8% |
| 5Y | -52.0% | +276.5% | -328.5% | -74.1% |
| 10Y | +356.9% | +508.4% | -151.5% | +100.6% |
| All | +1,450.8% | +1,120.5% | +330.3% | +569.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling