+38.3%
ABNB vs LPLA
+3.8%
+34.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.9% | -0.4% | +1.1% |
| 7D | -6.5% | -1.5% | -4.9% | -6.1% |
| 30D | -5.5% | -6.0% | +0.5% | -4.3% |
| 3M | +30.0% | +24.0% | +6.0% | +25.3% |
| 6M | +27.6% | +17.0% | +10.6% | +23.9% |
| YTD | +25.4% | -0.7% | +26.1% | +24.1% |
| 1Y | +38.3% | +2.1% | +36.2% | +35.6% |
| All | +38.3% | +3.8% | +34.5% | +35.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling