+42.0%
XLP vs PAYC
-52.1%
+94.1%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.1% | +3.8% | -0.9% |
| 7D | +0.7% | -10.2% | +10.9% | +1.6% |
| 30D | +10.3% | +6.1% | +4.1% | +9.7% |
| 3M | +6.5% | +10.1% | -3.5% | +5.7% |
| 6M | +8.4% | +88.6% | -80.3% | +2.7% |
| YTD | +18.2% | +50.0% | -31.8% | +13.9% |
| 1Y | +22.4% | +46.1% | -23.6% | +18.2% |
| 3Y | +41.9% | +51.2% | -9.3% | +35.7% |
| All | +42.0% | -52.1% | +94.1% | +42.1% |
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