-44.0%
ACI vs LPLA
+145.5%
-189.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.4% |
| 7D | -5.0% | -1.5% | -3.5% | -4.9% |
| 30D | -2.3% | -6.0% | +3.7% | -1.8% |
| 3M | -23.2% | +21.4% | -44.6% | -24.3% |
| 6M | -29.5% | +12.1% | -41.6% | -30.2% |
| YTD | -28.6% | -1.8% | -26.8% | -28.6% |
| 1Y | -34.0% | +3.2% | -37.2% | -34.4% |
| 3Y | -45.0% | +45.9% | -90.9% | -47.2% |
| 5Y | -44.0% | +144.7% | -188.7% | -51.5% |
| All | -44.0% | +145.5% | -189.6% | -51.5% |
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