+32.0%
XEL vs PAYC
-52.9%
+84.9%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | 0.0% |
| 7D | -0.3% | -5.5% | +5.2% | 0.0% |
| 30D | -3.9% | +3.8% | -7.7% | -4.2% |
| 3M | -2.8% | +65.8% | -68.6% | -6.3% |
| 6M | -5.4% | +68.7% | -74.1% | -9.1% |
| YTD | +3.8% | +38.3% | -34.6% | +1.2% |
| 1Y | +6.8% | -2.4% | +9.2% | +7.1% |
| 3Y | +45.6% | -21.5% | +67.1% | +45.9% |
| All | +32.0% | -52.9% | +84.9% | +33.2% |
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