+19.3%
ACI vs LPLA
+376.0%
-356.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.4% |
| 7D | -5.0% | -1.5% | -3.5% | -5.0% |
| 30D | -2.3% | -6.0% | +3.7% | -2.0% |
| 3M | -23.2% | +21.4% | -44.6% | -24.0% |
| 6M | -29.5% | +12.1% | -41.6% | -30.0% |
| YTD | -28.6% | -1.8% | -26.8% | -28.6% |
| 1Y | -34.0% | +3.2% | -37.2% | -34.3% |
| 3Y | -45.0% | +45.9% | -90.9% | -46.3% |
| 5Y | -44.0% | +144.7% | -188.7% | -45.2% |
| All | +19.3% | +376.0% | -356.7% | +27.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling