+11.9%
ACN vs LPLA
-16.5%
+28.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.6% | -0.8% | +2.8% |
| 7D | +8.6% | +15.7% | -7.1% | +5.4% |
| 30D | +36.6% | -6.2% | +42.8% | +38.0% |
| 3M | +56.3% | -12.0% | +68.3% | +60.5% |
| 6M | +49.7% | -2.7% | +52.4% | +48.9% |
| YTD | +1.3% | -12.5% | +13.9% | +2.9% |
| 1Y | +11.9% | -16.5% | +28.5% | +15.0% |
| All | +11.9% | -16.5% | +28.4% | +15.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling