+224.5%
USO vs PAYC
-54.0%
+278.6%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.2% | +5.4% | +5.6% |
| 7D | +11.5% | -10.2% | +21.6% | +12.2% |
| 30D | +24.1% | +2.0% | +22.2% | +23.9% |
| 3M | +17.9% | +58.3% | -40.3% | +14.2% |
| 6M | +49.6% | +64.5% | -14.9% | +44.4% |
| YTD | +129.0% | +36.5% | +92.5% | +123.3% |
| 1Y | +112.0% | -1.3% | +113.3% | +110.7% |
| 3Y | +102.3% | -22.1% | +124.4% | +101.0% |
| 5Y | +224.5% | -53.3% | +277.9% | +276.8% |
| All | +224.5% | -54.0% | +278.6% | +276.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling