+216.7%
ACWI vs LPLA
+902.8%
-686.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.7% | +0.4% |
| 7D | -2.4% | +4.1% | -6.5% | -3.4% |
| 30D | -5.2% | -9.0% | +3.8% | -3.4% |
| 3M | -4.8% | -17.6% | +12.8% | -0.7% |
| 6M | -1.3% | -8.8% | +7.5% | -0.2% |
| YTD | +8.4% | -17.0% | +25.4% | +11.5% |
| 1Y | +11.0% | -20.4% | +31.4% | +15.4% |
| 3Y | +70.6% | +35.4% | +35.1% | +48.7% |
| 5Y | +55.3% | +79.7% | -24.4% | +19.6% |
| All | +216.7% | +902.8% | -686.1% | +64.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling