+164.1%
PAYX vs LDOS
+258.9%
-94.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.5% |
| 7D | -7.5% | -4.2% | -3.2% | -5.8% |
| 30D | -5.3% | -7.9% | +2.6% | -2.1% |
| 3M | +15.6% | +4.1% | +11.5% | +12.9% |
| 6M | +19.5% | -28.2% | +47.7% | +36.1% |
| YTD | +5.8% | -28.5% | +34.3% | +19.7% |
| 1Y | -10.9% | -27.7% | +16.8% | -0.1% |
| 3Y | +5.4% | +38.4% | -33.0% | -16.6% |
| 5Y | +20.4% | +38.0% | -17.6% | -6.8% |
| 10Y | +164.1% | +262.1% | -98.0% | +48.1% |
| All | +164.1% | +258.9% | -94.8% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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