+330.2%
RCL vs PAYC
+510.1%
-179.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.5% | -6.5% | -5.0% |
| 7D | -0.2% | -0.5% | +0.2% | -0.2% |
| 30D | +14.4% | +5.2% | +9.2% | +11.5% |
| 3M | +5.2% | +18.0% | -12.8% | -3.0% |
| 6M | +26.1% | +81.6% | -55.5% | -6.7% |
| YTD | +17.4% | +57.3% | -39.9% | -9.3% |
| 1Y | +24.7% | +49.8% | -25.1% | -1.4% |
| 3Y | +250.9% | +49.0% | +201.9% | +166.4% |
| 5Y | +293.8% | -47.8% | +341.7% | +359.7% |
| All | +330.2% | +510.1% | -179.9% | +135.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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