+19.7%
ABNB vs LPLA
+50.5%
-30.8%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.5% | -1.5% | -3.4% |
| 7D | -4.4% | -2.1% | -2.3% | -3.8% |
| 30D | -2.0% | -3.3% | +1.4% | -1.1% |
| 3M | +29.8% | +23.5% | +6.3% | +22.4% |
| 6M | +31.0% | +12.0% | +19.0% | +26.4% |
| YTD | +28.6% | -1.7% | +30.3% | +27.9% |
| 1Y | +40.1% | +3.2% | +36.8% | +36.7% |
| 3Y | +19.7% | +46.2% | -26.5% | +16.5% |
| All | +19.7% | +50.5% | -30.8% | +16.5% |
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