-7.5%
PAYX vs CSGP
-64.9%
+57.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.4% | -0.3% | -1.8% |
| 7D | -4.2% | -4.1% | -0.1% | -2.8% |
| 30D | +2.9% | +2.3% | +0.6% | +1.8% |
| 3M | +23.6% | -8.2% | +31.8% | +25.9% |
| 6M | +30.0% | -35.1% | +65.1% | +44.7% |
| YTD | +12.2% | -54.0% | +66.2% | +36.0% |
| 1Y | -7.5% | -65.3% | +57.8% | +17.8% |
| All | -7.5% | -64.9% | +57.5% | +17.8% |
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