-10.7%
PAYX vs CASY
+14.3%
-25.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.5% | +0.6% |
| 7D | -4.9% | -18.6% | +13.7% | -4.5% |
| 30D | -3.8% | -26.6% | +22.8% | -3.5% |
| 3M | +17.9% | -32.8% | +50.6% | +18.1% |
| 6M | +26.1% | -10.0% | +36.1% | +25.2% |
| YTD | +6.7% | +11.6% | -4.9% | +1.7% |
| 1Y | -10.7% | +11.5% | -22.2% | -16.0% |
| All | -10.7% | +14.3% | -25.1% | -16.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling