+39.4%
XOP vs PAYC
-22.8%
+62.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +0.7% |
| 7D | +1.0% | -8.7% | +9.7% | +2.0% |
| 30D | +10.8% | +1.2% | +9.7% | +10.6% |
| 3M | +19.5% | +58.6% | -39.2% | +12.3% |
| 6M | +21.6% | +56.6% | -35.0% | +14.2% |
| YTD | +55.8% | +36.2% | +19.6% | +48.9% |
| 1Y | +54.6% | -2.2% | +56.8% | +55.0% |
| All | +39.4% | -22.8% | +62.2% | +45.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling