+48.8%
CAVA vs PAYC
-21.6%
+70.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.3% | +2.2% | +3.2% |
| 7D | -8.0% | -5.5% | -2.5% | -7.0% |
| 30D | -19.6% | +3.8% | -23.3% | -20.2% |
| 3M | -36.7% | +65.8% | -102.5% | -44.3% |
| 6M | -30.6% | +68.7% | -99.3% | -39.8% |
| YTD | -4.8% | +38.3% | -43.1% | -13.1% |
| 1Y | -13.1% | -2.4% | -10.7% | -13.0% |
| 3Y | +48.8% | -21.5% | +70.3% | +61.0% |
| All | +48.8% | -21.6% | +70.4% | +61.0% |
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