-28.8%
ACN vs LPLA
+3.3%
-32.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +0.1% |
| 3M | +2.6% | +21.4% | -18.8% | -1.7% |
| 6M | -14.3% | +12.1% | -26.4% | -16.9% |
| YTD | -33.1% | -1.8% | -31.3% | -33.7% |
| 1Y | -28.8% | +3.2% | -32.0% | -30.0% |
| All | -28.8% | +3.3% | -32.1% | -30.0% |
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