-14.8%
ACN vs LPLA
+33.3%
-48.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.4% | -1.5% |
| 7D | -4.0% | -3.2% | -0.8% | -3.5% |
| 30D | +19.0% | -8.6% | +27.6% | +20.5% |
| 3M | +42.2% | -18.7% | +60.9% | +47.2% |
| 6M | +50.1% | +4.5% | +45.6% | +47.9% |
| YTD | -2.7% | -15.3% | +12.6% | -0.9% |
| 1Y | +7.6% | -19.9% | +27.5% | +10.5% |
| All | -14.8% | +33.3% | -48.1% | -16.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling