+210.0%
SHEL vs PAYC
+358.9%
-148.9%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.6% |
| 7D | +4.1% | -5.5% | +9.6% | +5.0% |
| 30D | +8.4% | +3.8% | +4.6% | +7.6% |
| 3M | +13.7% | +65.8% | -52.1% | +3.8% |
| 6M | +12.7% | +68.7% | -56.0% | +2.1% |
| YTD | +35.3% | +38.3% | -3.0% | +26.3% |
| 1Y | +39.4% | -2.4% | +41.7% | +38.0% |
| 3Y | +71.5% | -21.5% | +93.0% | +70.1% |
| 5Y | +195.0% | -52.7% | +247.7% | +214.3% |
| All | +210.0% | +358.9% | -148.9% | +132.1% |
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