+2.2%
ABNB vs LPLA
+145.5%
-143.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.7% |
| 7D | -7.4% | -1.5% | -5.9% | -6.8% |
| 30D | -8.2% | -6.0% | -2.2% | -5.9% |
| 3M | +29.1% | +21.4% | +7.8% | +18.9% |
| 6M | +26.6% | +12.1% | +14.5% | +19.6% |
| YTD | +25.0% | -1.8% | +26.8% | +23.8% |
| 1Y | +37.0% | +3.2% | +33.8% | +31.7% |
| 3Y | +16.3% | +45.9% | -29.6% | -8.5% |
| 5Y | +2.2% | +144.7% | -142.5% | -47.5% |
| All | +2.2% | +145.5% | -143.4% | -47.5% |
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 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