+378.0%
LMT vs PAYC
+1,158.0%
-780.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.4% | +7.5% | +2.6% |
| 7D | -1.5% | -7.9% | +6.4% | -0.7% |
| 30D | -8.2% | +2.1% | -10.4% | -8.5% |
| 3M | +3.7% | +61.8% | -58.0% | -2.0% |
| 6M | -19.2% | +59.9% | -79.1% | -23.8% |
| YTD | +12.9% | +38.5% | -25.6% | +7.9% |
| 1Y | +19.8% | -1.4% | +21.2% | +18.8% |
| 3Y | +37.3% | -21.0% | +58.3% | +36.3% |
| 5Y | +74.4% | -52.9% | +127.3% | +80.7% |
| 10Y | +188.9% | +332.8% | -143.9% | +133.1% |
| All | +378.0% | +1,158.0% | -780.1% | +278.0% |
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