+22.0%
PAYX vs LCID
-97.9%
+119.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.5% | +0.5% |
| 7D | -7.9% | -9.1% | +1.2% | -7.5% |
| 30D | -5.0% | -37.6% | +32.6% | -2.9% |
| 3M | +15.1% | -11.1% | +26.2% | +14.8% |
| 6M | +23.9% | -59.2% | +83.1% | +28.2% |
| YTD | +6.2% | -60.5% | +66.6% | +9.8% |
| 1Y | -9.6% | -78.5% | +68.9% | -3.9% |
| 3Y | +5.8% | -92.8% | +98.7% | +16.4% |
| 5Y | +22.0% | -97.9% | +119.9% | +49.4% |
| All | +22.0% | -97.9% | +119.9% | +49.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling