+35,732.2%
PAYX vs CASY
+35,206.2%
+526.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.0% | -0.9% | -3.2% |
| 7D | -6.9% | -4.4% | -2.6% | -5.9% |
| 30D | -2.6% | -12.0% | +9.5% | +0.4% |
| 3M | +19.4% | -2.3% | +21.8% | +19.1% |
| 6M | +18.7% | +10.5% | +8.1% | +14.1% |
| YTD | +7.8% | +33.0% | -25.2% | -1.2% |
| 1Y | -9.9% | +41.1% | -51.0% | -18.7% |
| 3Y | +7.4% | +207.5% | -200.1% | -21.9% |
| 5Y | +21.8% | +290.7% | -268.9% | -17.2% |
| 10Y | +161.3% | +556.5% | -395.2% | +54.5% |
| All | +35,732.2% | +35,206.2% | +526.0% | +8,452.2% |
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