+135.5%
CVE vs PAYC
+474.5%
-339.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.1% |
| 7D | -10.0% | -9.5% | -0.5% | -8.0% |
| 30D | -11.9% | +2.5% | -14.3% | -12.6% |
| 3M | -5.9% | +11.7% | -17.6% | -8.8% |
| 6M | -1.6% | +74.6% | -76.2% | -15.6% |
| YTD | +66.3% | +50.4% | +15.9% | +46.4% |
| 1Y | +57.5% | +44.0% | +13.5% | +40.2% |
| 3Y | +65.4% | +42.5% | +23.0% | +42.6% |
| 5Y | +144.2% | -50.3% | +194.4% | +166.9% |
| 10Y | +135.5% | +521.2% | -385.7% | +65.2% |
| All | +135.5% | +474.5% | -339.0% | +65.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling