+78.7%
AAPL vs LPLA
+45.1%
+33.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.4% | -0.7% |
| 7D | -2.7% | -2.1% | -0.7% | -2.4% |
| 30D | +1.0% | -3.3% | +4.4% | +1.5% |
| 3M | +5.0% | +23.5% | -18.6% | +0.5% |
| 6M | +23.0% | +12.0% | +11.0% | +19.6% |
| YTD | +16.6% | -1.7% | +18.3% | +16.0% |
| 1Y | +33.4% | +3.2% | +30.2% | +30.8% |
| All | +78.7% | +45.1% | +33.6% | +70.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling