+185.8%
LMT vs PAYX
+167.8%
+18.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.7% | -1.3% |
| 7D | -0.2% | -4.9% | +4.6% | +1.6% |
| 30D | -13.1% | -3.8% | -9.3% | -12.0% |
| 3M | -3.9% | +17.9% | -21.7% | -10.4% |
| 6M | -18.3% | +26.1% | -44.3% | -26.2% |
| YTD | +10.3% | +6.7% | +3.6% | +6.1% |
| 1Y | +14.2% | -10.7% | +25.0% | +18.1% |
| 3Y | +35.0% | +7.0% | +28.0% | +26.2% |
| 5Y | +73.2% | +22.6% | +50.6% | +45.9% |
| All | +185.8% | +167.8% | +18.0% | +65.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling