-16.2%
LBRT vs PAYC
+187.5%
-203.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -0.4% | +8.5% | +8.2% |
| 7D | -11.9% | -11.1% | -0.8% | -8.9% |
| 30D | -31.9% | +1.8% | -33.8% | -32.7% |
| 3M | -34.9% | +10.2% | -45.1% | -37.5% |
| 6M | -60.7% | +73.5% | -134.2% | -67.9% |
| YTD | -29.2% | +49.4% | -78.6% | -40.4% |
| 1Y | -23.6% | +47.2% | -70.8% | -35.4% |
| 3Y | -26.8% | +44.4% | -71.3% | -39.5% |
| 5Y | +16.3% | -52.1% | +68.4% | +33.5% |
| All | -16.2% | +187.5% | -203.6% | -65.0% |
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