-28.9%
ADBE vs LPLA
+2.8%
-31.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.2% |
| 7D | -12.9% | -3.7% | -9.3% | -12.3% |
| 30D | -5.6% | -6.4% | +0.7% | -4.6% |
| 3M | +6.6% | +20.2% | -13.6% | +3.8% |
| 6M | -9.6% | +12.8% | -22.4% | -11.6% |
| YTD | -28.9% | -2.5% | -26.4% | -29.5% |
| 1Y | -28.9% | +1.9% | -30.9% | -29.8% |
| All | -28.9% | +2.8% | -31.7% | -29.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling