+29.1%
CAVA vs PAYC
-30.5%
+59.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.6% | -4.4% | -5.7% |
| 7D | -8.5% | -8.7% | +0.2% | -6.7% |
| 30D | -8.2% | +1.2% | -9.4% | -8.5% |
| 3M | -25.9% | +58.6% | -84.5% | -34.8% |
| 6M | -30.9% | +56.6% | -87.5% | -39.5% |
| YTD | -3.7% | +36.2% | -40.0% | -12.5% |
| 1Y | -13.4% | -2.2% | -11.2% | -13.6% |
| 3Y | +44.2% | -22.3% | +66.5% | +50.6% |
| All | +29.1% | -30.5% | +59.6% | +26.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling