+55.0%
XOP vs PAYX
+167.8%
-112.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.2% |
| 7D | +2.6% | -4.9% | +7.5% | +5.3% |
| 30D | +9.6% | -3.8% | +13.4% | +11.5% |
| 3M | +20.4% | +17.9% | +2.5% | +8.4% |
| 6M | +19.9% | +26.1% | -6.2% | +3.3% |
| YTD | +56.4% | +6.7% | +49.7% | +47.4% |
| 1Y | +52.4% | -10.7% | +63.2% | +59.2% |
| 3Y | +39.9% | +7.0% | +32.9% | +27.0% |
| 5Y | +163.7% | +22.6% | +141.1% | +114.0% |
| All | +55.0% | +167.8% | -112.8% | -13.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling