+55.0%
XOP vs PAYC
+358.9%
-303.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.2% |
| 7D | +2.6% | -5.5% | +8.1% | +4.0% |
| 30D | +9.6% | +3.8% | +5.8% | +8.4% |
| 3M | +20.4% | +65.8% | -45.5% | +4.2% |
| 6M | +19.9% | +68.7% | -48.8% | +2.7% |
| YTD | +56.4% | +38.3% | +18.1% | +40.4% |
| 1Y | +52.4% | -2.4% | +54.8% | +49.6% |
| 3Y | +39.9% | -21.5% | +61.4% | +38.3% |
| 5Y | +163.7% | -52.7% | +216.4% | +190.6% |
| All | +55.0% | +358.9% | -303.8% | +1.3% |
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