+45.6%
XEL vs PAYC
-21.6%
+67.2%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | +0.1% |
| 7D | -0.3% | -5.5% | +5.2% | -0.1% |
| 30D | -3.9% | +3.8% | -7.7% | -4.1% |
| 3M | -2.8% | +65.8% | -68.6% | -5.3% |
| 6M | -5.4% | +68.7% | -74.1% | -8.0% |
| YTD | +3.8% | +38.3% | -34.6% | +2.2% |
| 1Y | +6.8% | -2.4% | +9.2% | +8.0% |
| 3Y | +45.6% | -21.5% | +67.1% | +46.4% |
| All | +45.6% | -21.6% | +67.2% | +46.4% |
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