+25.9%
LMT vs PAYX
+7.8%
+18.1%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.6% | -9.5% | -7.2% |
| 7D | -5.5% | +9.7% | -15.2% | -6.7% |
| 30D | +17.5% | +20.2% | -2.7% | +15.3% |
| 3M | +1.6% | +1.1% | +0.5% | +1.1% |
| 6M | +16.3% | +32.7% | -16.4% | +12.2% |
| YTD | +25.3% | +10.5% | +14.7% | +25.4% |
| 1Y | +25.9% | +8.7% | +17.1% | +26.2% |
| All | +25.9% | +7.8% | +18.1% | +26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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