+20.4%
PAYX vs LSCC
+82.7%
-62.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.1% | -1.7% |
| 7D | -7.5% | +1.4% | -8.8% | -7.6% |
| 30D | -5.3% | -10.0% | +4.7% | -4.5% |
| 3M | +15.6% | -16.1% | +31.7% | +16.5% |
| 6M | +19.5% | +27.4% | -7.9% | +13.2% |
| YTD | +5.8% | +56.9% | -51.1% | -3.5% |
| 1Y | -10.9% | +74.6% | -85.4% | -20.6% |
| 3Y | +5.4% | +26.0% | -20.5% | -4.0% |
| 5Y | +20.4% | +86.1% | -65.7% | -8.0% |
| All | +20.4% | +82.7% | -62.3% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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