+43.0%
LBRT vs PAYC
+162.1%
-119.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.6% | +4.7% | +3.6% |
| 7D | +10.2% | -8.7% | +18.9% | +13.0% |
| 30D | +4.9% | +1.2% | +3.7% | +4.0% |
| 3M | -21.2% | +58.6% | -79.8% | -33.2% |
| 6M | -19.9% | +56.6% | -76.6% | -32.8% |
| YTD | +20.8% | +36.2% | -15.5% | +5.3% |
| 1Y | +123.5% | -2.2% | +125.7% | +117.3% |
| 3Y | +30.9% | -22.3% | +53.2% | +29.5% |
| 5Y | +136.3% | -53.9% | +190.1% | +171.7% |
| All | +43.0% | +162.1% | -119.1% | -38.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling