+179.0%
XLE vs PAYC
+336.3%
-157.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.4% | +6.5% | +2.2% |
| 7D | 0.0% | -7.9% | +7.9% | +1.6% |
| 30D | +12.6% | +2.1% | +10.5% | +12.0% |
| 3M | +11.8% | +61.8% | -49.9% | +0.3% |
| 6M | +16.1% | +59.9% | -43.9% | +3.7% |
| YTD | +46.9% | +38.5% | +8.4% | +34.7% |
| 1Y | +53.3% | -1.4% | +54.6% | +50.8% |
| 3Y | +54.9% | -21.0% | +75.9% | +53.3% |
| 5Y | +225.7% | -52.9% | +278.6% | +252.1% |
| All | +179.0% | +336.3% | -157.4% | +98.6% |
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