+17.9%
LMT vs PAYC
+5.6%
+12.4%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.7% | +2.2% | -1.5% |
| 7D | -6.3% | -2.9% | -3.4% | -6.3% |
| 30D | -8.5% | +32.8% | -41.2% | -8.5% |
| 3M | +1.8% | +69.3% | -67.5% | +1.8% |
| 6M | -19.9% | +74.0% | -93.9% | -19.8% |
| YTD | +10.6% | +46.4% | -35.8% | +11.1% |
| 1Y | +17.9% | +4.2% | +13.8% | +19.1% |
| All | +17.9% | +5.6% | +12.4% | +19.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling