+148.6%
CVE vs PAYC
+510.1%
-361.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.6% | +0.7% |
| 7D | +5.9% | +4.9% | +1.1% | +4.8% |
| 30D | -10.9% | +4.1% | -15.0% | -11.9% |
| 3M | -4.5% | +11.5% | -16.0% | -7.4% |
| 6M | -1.0% | +85.3% | -86.3% | -16.3% |
| YTD | +74.7% | +57.3% | +17.5% | +52.2% |
| 1Y | +65.8% | +52.6% | +13.3% | +45.5% |
| 3Y | +73.2% | +48.3% | +24.9% | +47.9% |
| 5Y | +155.6% | -47.8% | +203.4% | +176.4% |
| All | +148.6% | +510.1% | -361.6% | +70.3% |
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