-33.8%
PAYC vs SOXQ
+286.7%
-320.5%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.8% | -0.4% | +0.8% |
| 7D | -5.5% | +0.8% | -6.3% | -5.8% |
| 30D | +3.8% | -4.6% | +8.4% | +5.1% |
| 3M | +65.8% | -10.2% | +76.0% | +67.6% |
| 6M | +68.7% | +49.7% | +19.0% | +31.9% |
| YTD | +38.3% | +67.2% | -28.9% | +1.1% |
| 1Y | -2.4% | +98.0% | -100.4% | -35.6% |
| 3Y | -21.5% | +237.2% | -258.7% | -67.0% |
| 5Y | -52.7% | +261.3% | -314.0% | -81.0% |
| All | -33.8% | +286.7% | -320.5% | -73.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling