+33.5%
LBRT vs PAYC
+181.6%
-148.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.7% | +5.2% | +2.6% |
| 7D | +8.7% | -2.9% | +11.6% | +9.6% |
| 30D | +6.6% | +32.8% | -26.1% | -3.2% |
| 3M | -34.5% | +69.3% | -103.8% | -45.5% |
| 6M | -24.5% | +74.0% | -98.5% | -38.6% |
| YTD | +12.7% | +46.4% | -33.7% | -3.7% |
| 1Y | +94.8% | +4.2% | +90.7% | +86.2% |
| 3Y | +31.9% | -19.7% | +51.6% | +29.9% |
| 5Y | +111.8% | -52.0% | +163.9% | +142.7% |
| All | +33.5% | +181.6% | -148.2% | -43.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling