+4,439.9%
XOM vs PAYX
+35,385.9%
-30,946.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | -0.1% | +0.3% |
| 7D | +4.1% | -4.9% | +8.9% | +5.2% |
| 30D | +4.6% | -3.8% | +8.4% | +5.3% |
| 3M | +14.0% | +17.9% | -3.9% | +9.5% |
| 6M | +11.0% | +26.1% | -15.1% | +4.9% |
| YTD | +40.7% | +6.7% | +34.0% | +37.6% |
| 1Y | +52.3% | -10.7% | +63.1% | +54.8% |
| 3Y | +60.5% | +7.0% | +53.5% | +55.4% |
| 5Y | +266.4% | +22.6% | +243.8% | +241.9% |
| 10Y | +194.4% | +166.5% | +27.9% | +133.5% |
| All | +4,439.9% | +35,385.9% | -30,946.0% | +2,014.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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