+55.6%
CVS vs PAYC
-22.8%
+78.4%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.6% |
| 7D | -1.9% | -8.7% | +6.8% | -1.4% |
| 30D | -0.3% | +1.2% | -1.5% | -0.4% |
| 3M | -1.1% | +58.6% | -59.7% | -4.3% |
| 6M | +23.7% | +56.6% | -32.9% | +19.6% |
| YTD | +23.0% | +36.2% | -13.2% | +20.6% |
| 1Y | +37.2% | -2.2% | +39.3% | +38.6% |
| All | +55.6% | -22.8% | +78.4% | +60.5% |
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