+238.8%
RCL vs PAYC
-53.3%
+292.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.4% | +5.1% | +1.5% |
| 7D | -0.5% | -7.9% | +7.4% | +2.2% |
| 30D | -17.3% | +2.1% | -19.5% | -18.1% |
| 3M | -2.8% | +61.8% | -64.5% | -19.4% |
| 6M | -4.4% | +59.9% | -64.3% | -21.5% |
| YTD | -4.2% | +38.5% | -42.7% | -17.3% |
| 1Y | -23.4% | -1.4% | -22.0% | -24.4% |
| 3Y | +179.4% | -21.0% | +200.4% | +186.2% |
| 5Y | +238.8% | -52.9% | +291.7% | +288.5% |
| All | +238.8% | -53.3% | +292.1% | +288.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling