+188.8%
SHEL vs PAYX
+21.7%
+167.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | +4.1% | -4.9% | +9.0% | +5.1% |
| 30D | +8.4% | -3.8% | +12.2% | +9.0% |
| 3M | +13.7% | +17.9% | -4.2% | +9.3% |
| 6M | +12.7% | +26.1% | -13.4% | +6.5% |
| YTD | +35.3% | +6.7% | +28.6% | +32.6% |
| 1Y | +39.4% | -10.7% | +50.1% | +43.1% |
| 3Y | +71.5% | +7.0% | +64.5% | +65.2% |
| All | +188.8% | +21.7% | +167.1% | +175.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling