+11.7%
PAYX vs CVE
+133.9%
-122.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.5% | -2.0% |
| 7D | +4.4% | -16.1% | +20.5% | +6.3% |
| 30D | +16.4% | -10.4% | +26.8% | +17.6% |
| 3M | -1.6% | -2.4% | +0.8% | -1.7% |
| 6M | +32.4% | -4.4% | +36.9% | +32.3% |
| YTD | +9.0% | +64.9% | -55.9% | +1.5% |
| 1Y | +9.4% | +66.0% | -56.6% | +1.7% |
| 3Y | +17.5% | +57.7% | -40.2% | +7.7% |
| All | +11.7% | +133.9% | -122.2% | -6.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling