+173.4%
ACGL vs LPLA
+81.8%
+91.6%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.0% | +3.1% | +0.7% |
| 7D | -1.2% | -2.8% | +1.6% | -0.7% |
| 30D | +12.8% | -10.2% | +22.9% | +14.8% |
| 3M | +12.3% | -22.3% | +34.6% | +17.6% |
| 6M | +15.8% | -0.5% | +16.3% | +14.7% |
| YTD | +13.9% | -17.9% | +31.7% | +16.5% |
| 1Y | +19.0% | -22.0% | +41.1% | +23.2% |
| 3Y | +33.7% | +29.4% | +4.3% | +15.4% |
| 5Y | +173.4% | +81.2% | +92.2% | +101.6% |
| All | +173.4% | +81.8% | +91.6% | +101.6% |
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 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