+76.8%
PAYX vs LCID
-95.9%
+172.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.4% | +0.5% |
| 7D | -4.9% | -9.8% | +5.0% | -4.5% |
| 30D | -3.8% | -35.5% | +31.7% | -2.4% |
| 3M | +17.9% | -18.4% | +36.2% | +18.1% |
| 6M | +26.1% | -60.5% | +86.6% | +29.4% |
| YTD | +6.7% | -60.1% | +66.8% | +9.3% |
| 1Y | -10.7% | -78.8% | +68.0% | -6.7% |
| 3Y | +7.0% | -92.8% | +99.7% | +13.9% |
| 5Y | +22.6% | -97.9% | +120.5% | +35.8% |
| All | +76.8% | -95.9% | +172.7% | +109.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 LCID 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