+164.0%
PAYX vs CASY
+453.5%
-289.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.5% | +1.1% |
| 7D | -4.9% | -18.6% | +13.7% | +1.1% |
| 30D | -3.8% | -26.6% | +22.8% | +5.4% |
| 3M | +17.9% | -32.8% | +50.6% | +32.4% |
| 6M | +26.1% | -10.0% | +36.1% | +26.6% |
| YTD | +6.7% | +11.6% | -4.9% | -1.2% |
| 1Y | -10.7% | +11.5% | -22.2% | -17.6% |
| 3Y | +7.0% | +160.7% | -153.7% | -31.6% |
| 5Y | +22.6% | +232.4% | -209.8% | -30.7% |
| All | +164.0% | +453.5% | -289.5% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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