-42.9%
ACN vs LPLA
+143.6%
-186.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.5% | -1.6% | -3.5% |
| 7D | -4.8% | -2.1% | -2.7% | -4.3% |
| 30D | +1.9% | -3.3% | +5.2% | +2.7% |
| 3M | +3.9% | +23.5% | -19.7% | -1.0% |
| 6M | -15.0% | +12.0% | -27.0% | -17.5% |
| YTD | -31.9% | -1.7% | -30.2% | -32.1% |
| 1Y | -28.5% | +3.2% | -31.7% | -29.8% |
| 3Y | -41.9% | +46.2% | -88.1% | -48.5% |
| 5Y | -42.9% | +144.9% | -187.8% | -59.2% |
| All | -42.9% | +143.6% | -186.5% | -59.2% |
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