+8.7%
PAYX vs CSGP
-53.2%
+62.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.0% | -1.4% | +1.2% |
| 7D | +9.7% | +18.3% | -8.6% | +3.2% |
| 30D | +20.2% | +17.8% | +2.4% | +12.5% |
| 3M | +1.1% | +9.3% | -8.2% | -3.0% |
| 6M | +32.7% | -7.9% | +40.6% | +33.2% |
| YTD | +10.5% | -51.5% | +62.1% | +29.6% |
| 1Y | +8.7% | -53.3% | +62.1% | +30.0% |
| All | +8.7% | -53.2% | +62.0% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 1y: compounded portfolio wealth divided by compounded CSGP 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…
1y analysis · Full analysis span regression · 6 months rolling