+688.4%
A vs LPLA
+1,099.8%
-411.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.4% | -0.3% | +2.2% |
| 7D | +4.8% | +2.3% | +2.5% | +4.1% |
| 30D | +5.6% | -7.7% | +13.3% | +7.3% |
| 3M | +23.6% | -15.7% | +39.3% | +28.2% |
| 6M | +56.4% | +0.8% | +55.5% | +53.6% |
| YTD | +33.4% | -14.2% | +47.6% | +36.1% |
| 1Y | +23.7% | -17.9% | +41.6% | +27.7% |
| 3Y | +71.0% | +36.1% | +34.9% | +47.6% |
| 5Y | +16.8% | +90.3% | -73.5% | -12.3% |
| 10Y | +323.8% | +841.0% | -517.2% | +76.7% |
| All | +688.4% | +1,099.8% | -411.4% | +147.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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