+192.9%
XOM vs PAYC
+358.9%
-166.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.9% | +0.3% |
| 7D | +4.1% | -5.5% | +9.6% | +4.9% |
| 30D | +4.6% | +3.8% | +0.8% | +3.9% |
| 3M | +14.0% | +65.8% | -51.9% | +4.6% |
| 6M | +11.0% | +68.7% | -57.7% | +1.3% |
| YTD | +40.7% | +38.3% | +2.4% | +32.0% |
| 1Y | +52.3% | -2.4% | +54.7% | +50.9% |
| 3Y | +60.5% | -21.5% | +82.0% | +59.4% |
| 5Y | +266.4% | -52.7% | +319.1% | +288.3% |
| All | +192.9% | +358.9% | -166.0% | +132.0% |
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