-51.7%
PAYC vs CPAY
+55.3%
-107.0%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.4% |
| 7D | -5.5% | -2.0% | -3.6% | -4.5% |
| 30D | +3.8% | -0.4% | +4.1% | +4.1% |
| 3M | +65.8% | +16.4% | +49.5% | +53.6% |
| 6M | +68.7% | +23.5% | +45.2% | +50.2% |
| YTD | +38.3% | +35.7% | +2.7% | +15.2% |
| 1Y | -2.4% | +30.2% | -32.6% | -17.2% |
| 3Y | -21.5% | +49.7% | -71.3% | -42.5% |
| All | -51.7% | +55.3% | -107.0% | -67.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 5y: compounded portfolio wealth divided by compounded CPAY 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…
5y analysis · Full analysis span regression · 6 months rolling