+255.6%
XOM vs PAYC
-53.5%
+309.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | +1.9% | -10.2% | +12.0% | +2.7% |
| 30D | +4.1% | +2.0% | +2.1% | +3.8% |
| 3M | +10.4% | +58.3% | -47.9% | +6.0% |
| 6M | +13.0% | +64.5% | -51.5% | +8.0% |
| YTD | +40.1% | +36.5% | +3.5% | +35.8% |
| 1Y | +51.1% | -1.3% | +52.4% | +50.8% |
| 3Y | +57.7% | -22.1% | +79.9% | +58.1% |
| All | +255.6% | -53.5% | +309.1% | +273.1% |
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