+671.9%
ACN vs LPLA
+1,084.6%
-412.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.4% | -1.3% |
| 7D | -4.0% | -3.2% | -0.8% | -3.2% |
| 30D | +19.0% | -8.6% | +27.6% | +21.1% |
| 3M | +42.2% | -18.7% | +60.9% | +49.1% |
| 6M | +50.1% | +4.5% | +45.6% | +46.8% |
| YTD | -2.7% | -15.3% | +12.6% | +0.1% |
| 1Y | +7.6% | -19.9% | +27.5% | +12.2% |
| 3Y | -15.9% | +33.4% | -49.3% | -26.2% |
| 5Y | -24.4% | +87.4% | -111.8% | -42.0% |
| 10Y | +151.4% | +800.4% | -649.1% | +19.6% |
| All | +671.9% | +1,084.6% | -412.7% | +211.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling