+17.5%
LUV vs PAYC
+358.9%
-341.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.1% | +1.1% |
| 7D | -1.0% | -5.5% | +4.5% | +0.3% |
| 30D | -12.4% | +3.8% | -16.1% | -13.3% |
| 3M | -11.0% | +65.8% | -76.8% | -22.3% |
| 6M | -5.0% | +68.7% | -73.7% | -18.2% |
| YTD | -3.8% | +38.3% | -42.1% | -13.4% |
| 1Y | +25.9% | -2.4% | +28.3% | +23.9% |
| 3Y | +42.2% | -21.5% | +63.8% | +40.9% |
| 5Y | -10.8% | -52.7% | +41.9% | -2.2% |
| All | +17.5% | +358.9% | -341.4% | -17.1% |
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