+185.8%
LMT vs PAYC
+358.9%
-173.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -1.3% |
| 7D | -0.2% | -5.5% | +5.3% | +0.4% |
| 30D | -13.1% | +3.8% | -16.8% | -13.5% |
| 3M | -3.9% | +65.8% | -69.7% | -10.2% |
| 6M | -18.3% | +68.7% | -87.0% | -24.0% |
| YTD | +10.3% | +38.3% | -28.0% | +4.9% |
| 1Y | +14.2% | -2.4% | +16.6% | +13.4% |
| 3Y | +35.0% | -21.5% | +56.5% | +34.3% |
| 5Y | +73.2% | -52.7% | +126.0% | +82.1% |
| All | +185.8% | +358.9% | -173.1% | +115.6% |
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