+150.2%
XLE vs PAYC
-52.7%
+202.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | -7.9% | -11.1% | +3.2% | -6.7% |
| 30D | -4.8% | +1.8% | -6.7% | -5.1% |
| 3M | +8.4% | +10.2% | -1.8% | +7.0% |
| 6M | +12.7% | +73.5% | -60.8% | +5.1% |
| YTD | +41.3% | +49.4% | -8.2% | +33.7% |
| 1Y | +42.3% | +47.2% | -4.9% | +34.9% |
| 3Y | +65.1% | +44.4% | +20.6% | +55.8% |
| 5Y | +150.2% | -52.1% | +202.3% | +181.7% |
| All | +150.2% | -52.7% | +202.9% | +181.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling