+7.0%
PAYX vs CHD
+0.7%
+6.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | -4.9% | -4.5% | -0.4% | -3.6% |
| 30D | -3.8% | -6.7% | +2.9% | -2.0% |
| 3M | +17.9% | -2.7% | +20.6% | +18.9% |
| 6M | +26.1% | -4.9% | +31.0% | +27.8% |
| YTD | +6.7% | +13.3% | -6.6% | +2.5% |
| 1Y | -10.7% | +1.0% | -11.8% | -11.4% |
| 3Y | +7.0% | +1.3% | +5.6% | +5.4% |
| All | +7.0% | +0.7% | +6.3% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 3y: compounded portfolio wealth divided by compounded CHD 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…
3y analysis · Full analysis span regression · 6 months rolling