+144.7%
LPLA vs PAYC
-53.8%
+198.5%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.5% | +0.2% |
| 7D | -1.5% | -8.7% | +7.2% | +0.4% |
| 30D | -6.0% | +1.2% | -7.1% | -6.3% |
| 3M | +21.4% | +58.6% | -37.2% | +8.3% |
| 6M | +12.1% | +56.6% | -44.5% | -0.4% |
| YTD | -1.8% | +36.2% | -38.1% | -10.1% |
| 1Y | +3.2% | -2.2% | +5.4% | +2.1% |
| 3Y | +45.9% | -22.3% | +68.2% | +47.7% |
| 5Y | +144.7% | -53.9% | +198.5% | +153.3% |
| All | +144.7% | -53.8% | +198.5% | +153.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling