+282.9%
QCOM vs PAYX
+167.8%
+115.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.5% | +2.3% | +2.6% |
| 7D | +7.8% | -4.9% | +12.7% | +10.6% |
| 30D | +12.2% | -3.8% | +16.0% | +14.1% |
| 3M | -9.9% | +17.9% | -27.7% | -19.1% |
| 6M | +36.9% | +26.1% | +10.8% | +16.6% |
| YTD | +8.0% | +6.7% | +1.3% | +1.3% |
| 1Y | +15.0% | -10.7% | +25.8% | +19.8% |
| 3Y | +75.8% | +7.0% | +68.9% | +60.0% |
| 5Y | +42.2% | +22.6% | +19.6% | +19.5% |
| All | +282.9% | +167.8% | +115.1% | +124.7% |
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