+177.8%
XOM vs PAYC
+1,137.5%
-959.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.6% | +3.9% | +2.4% |
| 7D | 0.0% | -8.7% | +8.8% | +1.3% |
| 30D | +3.4% | +1.2% | +2.3% | +3.2% |
| 3M | +11.0% | +58.6% | -47.6% | +3.5% |
| 6M | +10.6% | +56.6% | -46.0% | +3.0% |
| YTD | +39.2% | +36.2% | +3.0% | +31.7% |
| 1Y | +52.7% | -2.2% | +54.9% | +51.2% |
| 3Y | +56.8% | -22.3% | +79.1% | +55.7% |
| 5Y | +261.8% | -53.9% | +315.7% | +279.3% |
| 10Y | +191.3% | +347.5% | -156.2% | +128.6% |
| All | +177.8% | +1,137.5% | -959.6% | +100.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling