+577.8%
PAYX vs CVE
+89.9%
+487.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.4% | -2.5% |
| 7D | -4.2% | +2.5% | -6.7% | -4.6% |
| 30D | +2.9% | +16.7% | -13.8% | +0.5% |
| 3M | +23.6% | +9.3% | +14.4% | +21.5% |
| 6M | +30.0% | +43.6% | -13.6% | +22.4% |
| YTD | +12.2% | +93.6% | -81.4% | +0.5% |
| 1Y | -7.5% | +98.8% | -106.2% | -17.7% |
| 3Y | +10.1% | +73.6% | -63.5% | -1.7% |
| 5Y | +25.1% | +312.5% | -287.4% | -5.7% |
| 10Y | +171.7% | +161.0% | +10.7% | +90.7% |
| All | +577.8% | +89.9% | +487.8% | +374.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling