+75.2%
PAYX vs LCID
-95.8%
+171.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -7.8% | +5.9% | -1.6% |
| 7D | -7.5% | -9.3% | +1.9% | -7.1% |
| 30D | -5.3% | -35.4% | +30.1% | -3.9% |
| 3M | +15.6% | -17.1% | +32.7% | +15.7% |
| 6M | +19.5% | -58.9% | +78.4% | +22.4% |
| YTD | +5.8% | -59.6% | +65.4% | +8.3% |
| 1Y | -10.9% | -78.0% | +67.1% | -7.0% |
| 3Y | +5.4% | -92.7% | +98.1% | +12.2% |
| 5Y | +20.4% | -97.8% | +118.2% | +33.3% |
| All | +75.2% | -95.8% | +171.0% | +107.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling