+180.9%
PAYX vs CVE
+149.3%
+31.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.2% | +0.3% |
| 7D | -1.2% | +5.9% | -7.1% | -2.0% |
| 30D | +7.8% | -10.9% | +18.7% | +9.3% |
| 3M | -6.8% | -4.5% | -2.3% | -6.5% |
| 6M | +31.3% | -1.0% | +32.3% | +30.7% |
| YTD | +7.7% | +74.7% | -67.0% | -1.5% |
| 1Y | +8.1% | +65.8% | -57.7% | -0.4% |
| 3Y | +12.2% | +73.2% | -61.0% | +0.8% |
| 5Y | +8.9% | +155.6% | -146.7% | -9.8% |
| All | +180.9% | +149.3% | +31.6% | +87.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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