+88.5%
ACN vs LPLA
+1,198.0%
-1,109.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.8% |
| 7D | -6.3% | -1.5% | -4.8% | -5.9% |
| 30D | -1.4% | -6.0% | +4.6% | +0.4% |
| 3M | +2.6% | +21.4% | -18.8% | -3.0% |
| 6M | -14.3% | +12.1% | -26.4% | -17.5% |
| YTD | -33.1% | -1.8% | -31.3% | -33.4% |
| 1Y | -28.8% | +3.2% | -32.0% | -30.5% |
| 3Y | -43.0% | +45.9% | -88.9% | -51.4% |
| 5Y | -44.0% | +144.7% | -188.7% | -61.5% |
| 10Y | +88.5% | +1,222.4% | -1,133.9% | -12.5% |
| All | +88.5% | +1,198.0% | -1,109.5% | -12.5% |
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 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