+159.5%
CVE vs PAYC
-48.2%
+207.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.6% | +0.7% |
| 7D | +5.9% | +4.9% | +1.1% | +5.4% |
| 30D | -10.9% | +4.1% | -15.0% | -11.4% |
| 3M | -4.5% | +11.5% | -16.0% | -6.0% |
| 6M | -1.0% | +85.3% | -86.3% | -9.2% |
| YTD | +74.7% | +57.3% | +17.5% | +63.2% |
| 1Y | +65.8% | +52.6% | +13.3% | +55.6% |
| 3Y | +73.2% | +48.3% | +24.9% | +61.3% |
| All | +159.5% | -48.2% | +207.7% | +208.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling