+23.6%
PAYX vs LVS
+8.6%
+14.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.5% |
| 7D | -4.9% | -3.5% | -1.4% | -4.3% |
| 30D | -3.8% | -6.2% | +2.4% | -2.9% |
| 3M | +17.9% | -14.8% | +32.7% | +20.6% |
| 6M | +26.1% | -20.9% | +46.9% | +30.3% |
| YTD | +6.7% | -33.0% | +39.8% | +12.8% |
| 1Y | -10.7% | -20.0% | +9.3% | -8.7% |
| 3Y | +7.0% | -6.9% | +13.9% | +4.4% |
| All | +23.6% | +8.6% | +14.9% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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