+6.4%
PAYX vs CAPR
+31.5%
-25.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.9% | +4.3% | +0.4% |
| 7D | -7.9% | -10.6% | +2.6% | -7.9% |
| 30D | -5.0% | +111.2% | -116.2% | -5.5% |
| 3M | +15.1% | -67.2% | +82.3% | +15.4% |
| 6M | +23.9% | -75.1% | +99.1% | +24.5% |
| YTD | +6.2% | -71.2% | +77.4% | +6.5% |
| 1Y | -9.6% | +31.1% | -40.8% | -12.0% |
| All | +6.4% | +31.5% | -25.1% | +0.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling