+15.9%
ABNB vs LPLA
+266.2%
-250.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -0.9% |
| 7D | -9.5% | -3.7% | -5.8% | -8.2% |
| 30D | -9.4% | -6.4% | -3.0% | -7.1% |
| 3M | +29.9% | +20.2% | +9.7% | +20.6% |
| 6M | +26.6% | +12.8% | +13.7% | +19.7% |
| YTD | +23.5% | -2.5% | +26.0% | +22.8% |
| 1Y | +35.8% | +1.9% | +33.9% | +31.6% |
| 3Y | +15.0% | +45.0% | -30.0% | -7.2% |
| 5Y | +1.5% | +146.6% | -145.1% | -37.8% |
| All | +15.9% | +266.2% | -250.4% | -20.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling