+8.7%
PAYX vs CAPR
+47.4%
-38.7%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +8.3% | -5.6% | +2.6% |
| 7D | +9.7% | +43.2% | -33.5% | +9.5% |
| 30D | +20.2% | +14.7% | +5.5% | +20.1% |
| 3M | +1.1% | +113.9% | -112.8% | +0.7% |
| 6M | +32.7% | -73.4% | +106.1% | +33.1% |
| YTD | +10.5% | -69.1% | +79.6% | +10.7% |
| 1Y | +8.7% | +47.2% | -38.5% | +6.2% |
| All | +8.7% | +47.4% | -38.7% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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