+82.0%
USO vs PAYC
+358.9%
-276.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.5% | -2.3% |
| 7D | +9.1% | -5.5% | +14.6% | +9.8% |
| 30D | +21.7% | +3.8% | +17.9% | +21.0% |
| 3M | +20.2% | +65.8% | -45.6% | +12.8% |
| 6M | +43.4% | +68.7% | -25.3% | +33.9% |
| YTD | +124.0% | +38.3% | +85.6% | +113.6% |
| 1Y | +112.2% | -2.4% | +114.6% | +110.5% |
| 3Y | +97.7% | -21.5% | +119.2% | +96.3% |
| 5Y | +217.4% | -52.7% | +270.1% | +231.9% |
| All | +82.0% | +358.9% | -276.9% | +48.6% |
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 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