+1.4%
AAL vs LPLA
+3.3%
-1.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -1.3% | -1.5% | +0.3% | -1.0% |
| 30D | -13.7% | -6.0% | -7.8% | -12.7% |
| 3M | -8.2% | +21.4% | -29.5% | -11.5% |
| 6M | +13.1% | +12.1% | +1.0% | +10.4% |
| YTD | -15.6% | -1.8% | -13.7% | -14.6% |
| 1Y | +1.4% | +3.2% | -1.8% | +0.1% |
| All | +1.4% | +3.3% | -1.9% | +0.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling