+8.2%
PAYX vs CAVA
+17.1%
-8.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.2% | +3.8% | +0.9% |
| 7D | +9.3% | +1.4% | +7.9% | +9.1% |
| 30D | +19.5% | +14.0% | +5.5% | +18.3% |
| 3M | +2.1% | -9.3% | +11.4% | +2.6% |
| 6M | +33.1% | -33.6% | +66.6% | +37.1% |
| YTD | +11.3% | +2.2% | +9.0% | +6.9% |
| 1Y | +8.2% | +19.1% | -11.0% | +0.3% |
| All | +8.2% | +17.1% | -8.9% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 1y: compounded portfolio wealth divided by compounded CAVA 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…
1y analysis · Full analysis span regression · 6 months rolling