+333.1%
RCL vs PAYX
+167.8%
+165.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | 0.0% |
| 7D | -1.9% | -4.9% | +3.0% | +1.9% |
| 30D | -15.5% | -3.8% | -11.7% | -13.3% |
| 3M | -9.7% | +17.9% | -27.5% | -21.9% |
| 6M | -8.7% | +26.1% | -34.8% | -26.7% |
| YTD | -5.8% | +6.7% | -12.5% | -13.7% |
| 1Y | -24.5% | -10.7% | -13.7% | -19.4% |
| 3Y | +173.9% | +7.0% | +166.9% | +138.6% |
| 5Y | +228.0% | +22.6% | +205.4% | +153.4% |
| All | +333.1% | +167.8% | +165.2% | +105.0% |
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