+163.4%
XOP vs PAYC
-54.0%
+217.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | +1.6% | -10.2% | +11.8% | +3.4% |
| 30D | +9.6% | +2.0% | +7.6% | +9.1% |
| 3M | +16.9% | +58.3% | -41.3% | +7.0% |
| 6M | +24.0% | +64.5% | -40.5% | +12.3% |
| YTD | +56.2% | +36.5% | +19.7% | +46.0% |
| 1Y | +51.8% | -1.3% | +53.1% | +50.6% |
| 3Y | +37.0% | -22.1% | +59.1% | +38.4% |
| 5Y | +163.4% | -53.3% | +216.7% | +203.2% |
| All | +163.4% | -54.0% | +217.4% | +203.2% |
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 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