+35,385.9%
PAYX vs CAG
+564.8%
+34,821.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.7% |
| 7D | -4.9% | -5.7% | +0.8% | -3.4% |
| 30D | -3.8% | -2.4% | -1.4% | -3.2% |
| 3M | +17.9% | +9.8% | +8.1% | +14.8% |
| 6M | +26.1% | -10.8% | +36.9% | +29.4% |
| YTD | +6.7% | -10.8% | +17.6% | +9.1% |
| 1Y | -10.7% | -19.0% | +8.2% | -6.5% |
| 3Y | +7.0% | -39.7% | +46.7% | +20.1% |
| 5Y | +22.6% | -43.0% | +65.6% | +38.5% |
| 10Y | +166.5% | -36.0% | +202.5% | +177.7% |
| All | +35,385.9% | +564.8% | +34,821.1% | +18,954.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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