+72.3%
XLC vs PAYC
-22.2%
+94.5%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.4% | +4.9% | +0.1% |
| 7D | +0.6% | -7.9% | +8.5% | +1.5% |
| 30D | +0.2% | +2.1% | -1.9% | 0.0% |
| 3M | +0.6% | +61.8% | -61.1% | -5.0% |
| 6M | -4.5% | +59.9% | -64.4% | -9.9% |
| YTD | -4.7% | +38.5% | -43.2% | -8.7% |
| 1Y | -1.7% | -1.4% | -0.3% | -1.9% |
| 3Y | +72.3% | -21.0% | +93.3% | +81.7% |
| All | +72.3% | -22.2% | +94.5% | +81.7% |
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