+800.9%
LPLA vs PAYC
+1,229.9%
-428.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.7% | +3.4% | +0.7% |
| 7D | -3.1% | -2.9% | -0.2% | -2.3% |
| 30D | -0.1% | +32.8% | -32.8% | -8.3% |
| 3M | +23.2% | +69.3% | -46.1% | +5.3% |
| 6M | +15.5% | +74.0% | -58.4% | -2.9% |
| YTD | +0.9% | +46.4% | -45.5% | -11.3% |
| 1Y | +0.2% | +4.2% | -4.0% | -3.5% |
| 3Y | +55.2% | -19.7% | +75.0% | +52.6% |
| 5Y | +145.4% | -52.0% | +197.5% | +168.1% |
| 10Y | +1,229.7% | +356.9% | +872.8% | +761.7% |
| All | +800.9% | +1,229.9% | -428.9% | +396.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling