+35,710.1%
PAYX vs CASY
+34,208.5%
+1,501.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.3% | +0.2% |
| 7D | -1.2% | +3.6% | -4.7% | -2.0% |
| 30D | +7.8% | +9.1% | -1.2% | +5.6% |
| 3M | -6.8% | -16.5% | +9.7% | -3.2% |
| 6M | +31.3% | -19.7% | +51.0% | +36.6% |
| YTD | +7.7% | +29.3% | -21.5% | -1.0% |
| 1Y | +8.1% | +33.1% | -25.0% | -1.5% |
| 3Y | +12.2% | +158.5% | -146.3% | -14.9% |
| 5Y | +8.9% | +266.7% | -257.8% | -25.0% |
| 10Y | +179.0% | +553.5% | -374.5% | +64.6% |
| All | +35,710.1% | +34,208.5% | +1,501.6% | +8,470.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling