+35.0%
LMT vs PAYC
-21.6%
+56.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -1.2% |
| 7D | -0.2% | -5.5% | +5.3% | -0.1% |
| 30D | -13.1% | +3.8% | -16.8% | -13.2% |
| 3M | -3.9% | +65.8% | -69.7% | -5.6% |
| 6M | -18.3% | +68.7% | -87.0% | -19.9% |
| YTD | +10.3% | +38.3% | -28.0% | +9.0% |
| 1Y | +14.2% | -2.4% | +16.6% | +14.5% |
| 3Y | +35.0% | -21.5% | +56.5% | +41.9% |
| All | +35.0% | -21.6% | +56.6% | +41.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling