+12.2%
PAYX vs CP
+36.4%
-24.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.5% |
| 7D | -1.2% | +2.1% | -3.3% | -1.6% |
| 30D | +7.8% | +9.3% | -1.5% | +5.9% |
| 3M | -6.8% | +0.5% | -7.3% | -7.0% |
| 6M | +31.3% | +10.4% | +20.9% | +28.6% |
| YTD | +7.7% | +28.7% | -21.0% | +1.3% |
| 1Y | +8.1% | +33.2% | -25.1% | +0.8% |
| 3Y | +12.2% | +38.4% | -26.3% | +3.6% |
| All | +12.2% | +36.4% | -24.2% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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