+25.1%
ADM vs LPLA
+83.0%
-57.9%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.5% |
| 7D | -9.0% | +4.1% | -13.2% | -9.6% |
| 30D | -14.0% | -9.0% | -5.0% | -13.0% |
| 3M | -9.2% | -17.6% | +8.5% | -7.0% |
| 6M | -9.2% | -8.8% | -0.3% | -8.6% |
| YTD | +24.2% | -17.0% | +41.2% | +26.3% |
| 1Y | +27.0% | -20.4% | +47.4% | +29.9% |
| 3Y | +6.6% | +35.4% | -28.8% | -5.1% |
| All | +25.1% | +83.0% | -57.9% | +1.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling