+53.8%
XLE vs PAYC
-2.9%
+56.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.5% | +0.8% |
| 7D | +0.3% | -8.7% | +9.1% | +0.4% |
| 30D | +8.5% | +1.2% | +7.4% | +8.5% |
| 3M | +14.6% | +58.6% | -44.0% | +14.1% |
| 6M | +17.6% | +56.6% | -39.1% | +17.0% |
| YTD | +48.1% | +36.2% | +11.8% | +47.3% |
| 1Y | +53.8% | -2.2% | +56.0% | +51.9% |
| All | +53.8% | -2.9% | +56.7% | +51.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling