-55.9%
ADBE vs LPLA
+43.8%
-99.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.2% |
| 7D | -12.9% | -3.7% | -9.3% | -12.2% |
| 30D | -5.6% | -6.4% | +0.7% | -4.4% |
| 3M | +6.6% | +20.2% | -13.6% | +2.6% |
| 6M | -9.6% | +12.8% | -22.4% | -12.1% |
| YTD | -28.9% | -2.5% | -26.4% | -29.1% |
| 1Y | -28.9% | +1.9% | -30.9% | -30.1% |
| All | -55.9% | +43.8% | -99.8% | -59.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling