+109.8%
AAPL vs LPLA
+145.5%
-35.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -3.0% | -1.5% | -1.4% | -2.6% |
| 30D | +2.3% | -6.0% | +8.3% | +3.6% |
| 3M | +8.6% | +21.4% | -12.7% | +3.7% |
| 6M | +21.6% | +12.1% | +9.5% | +17.7% |
| YTD | +16.3% | -1.8% | +18.2% | +15.5% |
| 1Y | +35.1% | +3.2% | +31.9% | +32.0% |
| 3Y | +79.4% | +45.9% | +33.4% | +59.8% |
| 5Y | +109.8% | +144.7% | -34.8% | +46.1% |
| All | +109.8% | +145.5% | -35.7% | +46.1% |
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