-10.7%
PAYX vs LCID
-78.4%
+67.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +17.9% |
| 6M | +26.1% | -60.5% | +86.6% | +30.4% |
| YTD | +6.7% | -60.1% | +66.8% | +10.2% |
| 1Y | -10.7% | -78.8% | +68.0% | -8.1% |
| All | -10.7% | -78.4% | +67.6% | -8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling