+406.6%
LUMN vs PAYC
-21.6%
+428.2%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.6% | +1.5% |
| 7D | +2.5% | -5.5% | +8.0% | +4.3% |
| 30D | +10.3% | +3.8% | +6.6% | +8.8% |
| 3M | -18.3% | +65.8% | -84.1% | -33.7% |
| 6M | +4.4% | +68.7% | -64.3% | -18.1% |
| YTD | -10.7% | +38.3% | -49.0% | -23.1% |
| 1Y | +14.0% | -2.4% | +16.3% | +18.2% |
| 3Y | +406.6% | -21.5% | +428.1% | +498.6% |
| All | +406.6% | -21.6% | +428.2% | +498.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling