+165.9%
CVE vs PAYC
+358.9%
-193.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.7% | +2.4% | -0.5% |
| 7D | +2.5% | -2.9% | +5.4% | +3.2% |
| 30D | +16.7% | +32.8% | -16.0% | +8.4% |
| 3M | +9.3% | +69.3% | -60.0% | -5.0% |
| 6M | +43.6% | +74.0% | -30.4% | +23.2% |
| YTD | +93.6% | +46.4% | +47.2% | +72.4% |
| 1Y | +98.8% | +4.2% | +94.6% | +92.4% |
| 3Y | +73.6% | -19.7% | +93.3% | +70.9% |
| 5Y | +312.5% | -52.0% | +364.5% | +353.9% |
| All | +165.9% | +358.9% | -193.0% | +86.3% |
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