+281.6%
RCL vs PAYC
-52.7%
+334.2%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.4% | +3.1% |
| 7D | +5.0% | -11.1% | +16.1% | +9.0% |
| 30D | +19.4% | +1.8% | +17.6% | +18.3% |
| 3M | +5.9% | +10.2% | -4.3% | +1.8% |
| 6M | +23.8% | +73.5% | -49.7% | -1.1% |
| YTD | +22.8% | +49.4% | -26.6% | +2.5% |
| 1Y | +34.3% | +47.2% | -12.9% | +12.8% |
| 3Y | +276.4% | +44.4% | +232.0% | +210.2% |
| 5Y | +281.6% | -52.1% | +333.7% | +471.8% |
| All | +281.6% | -52.7% | +334.2% | +471.8% |
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