+137.3%
ADBE vs LPLA
+758.1%
-620.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.9% |
| 7D | +1.6% | -0.9% | +2.5% | +1.8% |
| 30D | +1.0% | -9.5% | +10.5% | +3.2% |
| 3M | -10.1% | -21.9% | +11.7% | -4.4% |
| 6M | +3.0% | -2.6% | +5.6% | +2.6% |
| YTD | -30.5% | -17.8% | -12.7% | -28.0% |
| 1Y | -27.1% | -21.2% | -6.0% | -23.7% |
| 3Y | -58.8% | +30.6% | -89.5% | -64.0% |
| 5Y | -63.0% | +81.3% | -144.4% | -71.9% |
| All | +137.3% | +758.1% | -620.7% | +15.8% |
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