+35.7%
AAL vs LPLA
+1,084.6%
-1,048.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.2% | +1.1% |
| 7D | +3.4% | -3.2% | +6.6% | +5.3% |
| 30D | +11.7% | -8.6% | +20.4% | +16.2% |
| 3M | -7.8% | -18.7% | +10.9% | +1.4% |
| 6M | +10.2% | +4.5% | +5.7% | +4.9% |
| YTD | -8.0% | -15.3% | +7.3% | -3.7% |
| 1Y | +8.5% | -19.9% | +28.4% | +16.9% |
| 3Y | +19.5% | +33.4% | -13.9% | -6.7% |
| 5Y | -33.9% | +87.4% | -121.3% | -58.7% |
| 10Y | -66.0% | +800.4% | -866.4% | -89.5% |
| All | +35.7% | +1,084.6% | -1,048.9% | -68.7% |
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