+164.0%
PAYX vs CNQ
+426.2%
-262.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.6% |
| 7D | -4.9% | +0.1% | -5.0% | -4.9% |
| 30D | -3.8% | +6.2% | -10.0% | -5.0% |
| 3M | +17.9% | +12.4% | +5.5% | +14.8% |
| 6M | +26.1% | +9.0% | +17.1% | +23.1% |
| YTD | +6.7% | +52.2% | -45.5% | -3.1% |
| 1Y | -10.7% | +65.0% | -75.8% | -20.5% |
| 3Y | +7.0% | +78.8% | -71.9% | -8.1% |
| 5Y | +22.6% | +286.0% | -263.4% | -13.1% |
| All | +164.0% | +426.2% | -262.2% | +54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNQ.
Daily Out/Under-Performance
Portfolio return minus CNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNQ 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 10y: compounded portfolio wealth divided by compounded CNQ 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…
10y analysis · Full analysis span regression · 6 months rolling