+7.4%
PAYX vs LBRT
+27.1%
-19.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.9% | -7.9% | -4.0% |
| 7D | -6.9% | +6.9% | -13.9% | -7.1% |
| 30D | -2.6% | +7.8% | -10.4% | -2.9% |
| 3M | +19.4% | -25.3% | +44.7% | +20.8% |
| 6M | +18.7% | -19.6% | +38.2% | +18.9% |
| YTD | +7.8% | +17.2% | -9.4% | +4.6% |
| 1Y | -9.9% | +114.1% | -123.9% | -18.7% |
| 3Y | +7.4% | +27.0% | -19.6% | -2.7% |
| All | +7.4% | +27.1% | -19.7% | -2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 LBRT 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