+134.5%
CVE vs PAYC
+453.6%
-319.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.1% | +4.5% | +0.6% |
| 7D | -16.1% | -10.2% | -6.0% | -14.1% |
| 30D | -10.4% | +6.1% | -16.5% | -11.9% |
| 3M | -2.4% | +10.1% | -12.4% | -5.0% |
| 6M | -4.4% | +88.6% | -93.1% | -19.7% |
| YTD | +64.9% | +50.0% | +15.0% | +45.4% |
| 1Y | +66.0% | +46.1% | +20.0% | +47.3% |
| 3Y | +57.7% | +51.2% | +6.5% | +33.7% |
| 5Y | +144.7% | -51.7% | +196.4% | +169.9% |
| All | +134.5% | +453.6% | -319.1% | +68.6% |
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