+313.7%
ADP vs LPLA
+892.4%
-578.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.4% | -3.8% | -1.3% |
| 7D | +1.1% | +2.3% | -1.2% | +0.4% |
| 30D | +11.5% | -7.7% | +19.2% | +13.4% |
| 3M | +12.0% | -15.7% | +27.7% | +16.5% |
| 6M | +43.8% | +0.8% | +43.0% | +41.9% |
| YTD | +20.1% | -14.2% | +34.3% | +22.9% |
| 1Y | +22.3% | -17.9% | +40.2% | +26.5% |
| 3Y | +43.3% | +36.1% | +7.2% | +23.1% |
| 5Y | +47.3% | +90.3% | -43.0% | +8.3% |
| 10Y | +313.7% | +841.0% | -527.3% | +91.5% |
| All | +313.7% | +892.4% | -578.7% | +91.5% |
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