+10.9%
SBUX vs PAYC
+50.2%
-39.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +1.6% | +4.9% | -3.3% | +0.8% |
| 30D | +14.8% | +4.1% | +10.7% | +14.1% |
| 3M | -0.8% | +11.5% | -12.3% | -2.5% |
| 6M | +2.2% | +85.3% | -83.1% | -8.5% |
| YTD | +29.5% | +57.3% | -27.8% | +19.4% |
| 1Y | +27.0% | +52.6% | -25.5% | +17.9% |
| 3Y | +10.9% | +48.3% | -37.3% | +4.6% |
| All | +10.9% | +50.2% | -39.2% | +4.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling