+143.5%
CVE vs PAYC
+535.4%
-391.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.0% | +0.7% | +2.2% |
| 7D | +0.1% | -9.5% | +9.6% | +2.4% |
| 30D | -10.8% | +3.3% | -14.1% | -11.7% |
| 3M | -4.3% | +14.5% | -18.9% | -7.8% |
| 6M | -1.5% | +76.0% | -77.5% | -15.7% |
| YTD | +70.7% | +53.4% | +17.4% | +49.6% |
| 1Y | +58.1% | +43.8% | +14.3% | +40.8% |
| 3Y | +69.8% | +45.3% | +24.6% | +45.7% |
| 5Y | +148.9% | -48.9% | +197.8% | +170.3% |
| 10Y | +143.5% | +500.5% | -357.0% | +67.9% |
| All | +143.5% | +535.4% | -391.9% | +67.9% |
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