+362.4%
PCAR vs PAYX
+167.8%
+194.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.1% |
| 7D | -1.6% | -4.9% | +3.3% | +0.6% |
| 30D | -6.4% | -3.8% | -2.6% | -5.0% |
| 3M | +4.7% | +17.9% | -13.2% | -3.6% |
| 6M | +4.5% | +26.1% | -21.6% | -7.7% |
| YTD | +13.0% | +6.7% | +6.3% | +7.7% |
| 1Y | +23.6% | -10.7% | +34.3% | +28.6% |
| 3Y | +60.7% | +7.0% | +53.8% | +50.2% |
| 5Y | +164.5% | +22.6% | +141.9% | +125.4% |
| All | +362.4% | +167.8% | +194.6% | +148.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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