+1,186.7%
LPLA vs PAYC
+352.8%
+833.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | -3.7% | -10.2% | +6.5% | -0.6% |
| 30D | -6.4% | +2.0% | -8.3% | -7.1% |
| 3M | +20.2% | +58.3% | -38.1% | +2.8% |
| 6M | +12.8% | +64.5% | -51.6% | -5.6% |
| YTD | -2.5% | +36.5% | -39.0% | -13.8% |
| 1Y | +1.9% | -1.3% | +3.2% | -0.6% |
| 3Y | +45.0% | -22.1% | +67.1% | +43.6% |
| 5Y | +146.6% | -53.3% | +199.9% | +176.7% |
| All | +1,186.7% | +352.8% | +833.9% | +780.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling