+738.1%
LPLA vs PAYC
+510.1%
+228.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -0.9% | +4.9% | -5.8% | -2.4% |
| 30D | -9.5% | +4.1% | -13.6% | -10.8% |
| 3M | -21.9% | +11.5% | -33.3% | -24.7% |
| 6M | -2.6% | +85.3% | -87.9% | -21.6% |
| YTD | -17.8% | +57.3% | -75.1% | -31.0% |
| 1Y | -21.2% | +52.6% | -73.7% | -33.2% |
| 3Y | +30.6% | +48.3% | -17.6% | +7.9% |
| 5Y | +81.3% | -47.8% | +129.2% | +99.0% |
| All | +738.1% | +510.1% | +228.0% | +370.1% |
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