-25.8%
ACN vs LPLA
+80.3%
-106.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.2% | +0.2% |
| 7D | -3.8% | -0.9% | -2.9% | -3.7% |
| 30D | +16.5% | -9.5% | +26.0% | +18.5% |
| 3M | +41.5% | -21.9% | +63.3% | +48.7% |
| 6M | +60.1% | -2.6% | +62.7% | +59.7% |
| YTD | -3.9% | -17.8% | +13.9% | -1.0% |
| 1Y | +4.1% | -21.2% | +25.3% | +8.2% |
| 3Y | -15.9% | +30.6% | -46.5% | -24.2% |
| All | -25.8% | +80.3% | -106.1% | -42.6% |
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