+136.0%
XLC vs PAYC
+126.1%
+9.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.0% | +1.0% |
| 7D | +3.7% | +4.9% | -1.1% | +2.5% |
| 30D | -1.9% | +4.1% | -6.0% | -3.1% |
| 3M | -3.1% | +11.5% | -14.6% | -6.1% |
| 6M | -6.4% | +85.3% | -91.6% | -21.3% |
| YTD | -6.8% | +57.3% | -64.1% | -19.1% |
| 1Y | -1.7% | +52.6% | -54.3% | -14.0% |
| 3Y | +64.7% | +48.3% | +16.4% | +40.5% |
| 5Y | +41.1% | -47.8% | +88.9% | +52.8% |
| All | +136.0% | +126.1% | +9.9% | +57.9% |
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