+521.2%
PAYC vs COO
+38.3%
+482.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.0% |
| 7D | -9.5% | +4.5% | -14.0% | -11.9% |
| 30D | +2.5% | +16.9% | -14.4% | -6.6% |
| 3M | +11.7% | -16.7% | +28.4% | +23.0% |
| 6M | +74.6% | +5.9% | +68.7% | +64.3% |
| YTD | +50.4% | -22.4% | +72.8% | +71.0% |
| 1Y | +44.0% | -10.1% | +54.1% | +48.4% |
| 3Y | +42.5% | -22.8% | +65.2% | +49.6% |
| 5Y | -50.3% | -41.4% | -8.9% | -36.6% |
| 10Y | +521.2% | +41.3% | +480.0% | +383.2% |
| All | +521.2% | +38.3% | +482.9% | +383.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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