+75.2%
LMT vs PAYC
-54.0%
+129.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.1% |
| 7D | -0.5% | -10.2% | +9.6% | -0.2% |
| 30D | -10.8% | +2.0% | -12.7% | -10.9% |
| 3M | +1.6% | +58.3% | -56.7% | -0.3% |
| 6M | -17.6% | +64.5% | -82.1% | -19.3% |
| YTD | +11.6% | +36.5% | -24.9% | +10.0% |
| 1Y | +17.2% | -1.3% | +18.5% | +17.1% |
| 3Y | +35.7% | -22.1% | +57.9% | +35.7% |
| 5Y | +75.2% | -53.3% | +128.5% | +71.6% |
| All | +75.2% | -54.0% | +129.2% | +71.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling