+4.2%
PAYC vs SOXQ
+111.3%
-107.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +3.4% | -7.0% | -2.8% |
| 7D | -2.9% | +2.3% | -5.2% | -2.2% |
| 30D | +32.8% | -2.3% | +35.0% | +32.2% |
| 3M | +69.3% | -13.8% | +83.0% | +66.7% |
| 6M | +74.0% | +48.6% | +25.4% | +83.6% |
| YTD | +46.4% | +66.0% | -19.6% | +53.4% |
| 1Y | +4.2% | +107.9% | -103.7% | +8.5% |
| All | +4.2% | +111.3% | -107.2% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 1y: compounded portfolio wealth divided by compounded SOXQ 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…
1y analysis · Full analysis span regression · 6 months rolling