+58.6%
CVE vs PAYC
+58.8%
-0.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.8% | +4.0% | -2.2% |
| 7D | -14.1% | -4.1% | -10.0% | -13.8% |
| 30D | -11.6% | +12.4% | -24.0% | -12.5% |
| 3M | 0.0% | +43.3% | -43.2% | -3.3% |
| 6M | -8.4% | +90.7% | -99.1% | -14.2% |
| YTD | +65.9% | +58.0% | +7.9% | +58.9% |
| 1Y | +69.4% | +37.4% | +32.0% | +65.6% |
| All | +58.6% | +58.8% | -0.2% | +46.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling