-32.5%
AAL vs LPLA
+143.6%
-176.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.5% | +0.9% | -0.5% |
| 7D | -0.3% | -2.1% | +1.8% | +0.6% |
| 30D | -19.0% | -3.3% | -15.7% | -17.9% |
| 3M | -5.1% | +23.5% | -28.6% | -14.7% |
| 6M | +15.5% | +12.0% | +3.5% | +7.6% |
| YTD | -15.8% | -1.7% | -14.1% | -16.9% |
| 1Y | -0.3% | +3.2% | -3.5% | -4.8% |
| 3Y | -7.7% | +46.2% | -53.9% | -28.7% |
| 5Y | -32.5% | +144.9% | -177.4% | -66.1% |
| All | -32.5% | +143.6% | -176.1% | -66.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling