+52.0%
ABNB vs LPLA
+33.3%
+18.7%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.2% | -0.9% | -2.5% |
| 7D | +2.7% | -3.2% | +5.9% | +3.6% |
| 30D | +10.8% | -8.6% | +19.4% | +13.1% |
| 3M | -2.1% | -18.7% | +16.6% | +3.1% |
| 6M | +32.2% | +4.5% | +27.6% | +29.7% |
| YTD | +33.5% | -15.3% | +48.8% | +37.7% |
| 1Y | +47.8% | -19.9% | +67.7% | +54.9% |
| All | +52.0% | +33.3% | +18.7% | +48.6% |
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 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