+164.2%
PCAR vs PAYX
+20.8%
+143.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.4% |
| 7D | -1.6% | -7.9% | +6.4% | +1.1% |
| 30D | -7.3% | -5.0% | -2.2% | -5.8% |
| 3M | +7.8% | +15.1% | -7.3% | +2.1% |
| 6M | +3.6% | +23.9% | -20.3% | -5.2% |
| YTD | +12.9% | +6.2% | +6.7% | +9.9% |
| 1Y | +27.3% | -9.6% | +36.9% | +33.1% |
| 3Y | +61.9% | +5.8% | +56.1% | +56.2% |
| 5Y | +164.2% | +22.0% | +142.2% | +146.5% |
| All | +164.2% | +20.8% | +143.4% | +146.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling