+23.6%
PAYX vs CG
-2.7%
+26.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +1.0% |
| 7D | -4.9% | -9.9% | +5.0% | -2.3% |
| 30D | -3.8% | -11.7% | +7.9% | -0.7% |
| 3M | +17.9% | -4.3% | +22.1% | +18.8% |
| 6M | +26.1% | -8.8% | +34.8% | +28.1% |
| YTD | +6.7% | -26.9% | +33.6% | +14.7% |
| 1Y | -10.7% | -35.4% | +24.7% | -1.2% |
| 3Y | +7.0% | +43.0% | -36.1% | -11.2% |
| All | +23.6% | -2.7% | +26.3% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 5y: compounded portfolio wealth divided by compounded CG 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…
5y analysis · Full analysis span regression · 6 months rolling