+261.0%
XEL vs PAYC
+1,158.0%
-897.0%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.4% | +6.9% | +2.0% |
| 7D | +1.3% | -7.9% | +9.2% | +2.1% |
| 30D | -1.5% | +2.1% | -3.7% | -1.8% |
| 3M | -0.2% | +61.8% | -62.0% | -5.2% |
| 6M | -5.4% | +59.9% | -65.4% | -10.4% |
| YTD | +5.6% | +38.5% | -32.9% | +1.4% |
| 1Y | +10.5% | -1.4% | +11.8% | +9.7% |
| 3Y | +49.2% | -21.0% | +70.2% | +48.3% |
| 5Y | +30.1% | -52.9% | +83.0% | +34.2% |
| 10Y | +146.7% | +332.8% | -186.1% | +115.4% |
| All | +261.0% | +1,158.0% | -897.0% | +206.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling