+12.2%
PAYX vs LBRT
-27.1%
+39.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.6% | +0.4% |
| 7D | -1.2% | +9.2% | -10.4% | -1.1% |
| 30D | +7.8% | -27.5% | +35.4% | +8.0% |
| 3M | -6.8% | -37.9% | +31.1% | -6.4% |
| 6M | +31.3% | -60.7% | +92.0% | +34.3% |
| YTD | +7.7% | -28.5% | +36.2% | +5.2% |
| 1Y | +8.1% | -13.2% | +21.3% | +3.7% |
| 3Y | +12.2% | -28.8% | +41.0% | +5.9% |
| All | +12.2% | -27.1% | +39.3% | +5.9% |
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