-7.7%
ADP vs LPLA
+4.5%
-12.3%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.5% | -0.9% | -3.2% |
| 7D | -5.5% | -2.1% | -3.4% | -5.2% |
| 30D | -1.2% | -3.3% | +2.1% | -0.8% |
| 3M | +17.9% | +23.5% | -5.7% | +15.1% |
| 6M | +20.3% | +12.0% | +8.3% | +18.1% |
| YTD | +5.8% | -1.7% | +7.5% | +4.6% |
| 1Y | -7.7% | +3.2% | -10.9% | -8.6% |
| All | -7.7% | +4.5% | -12.3% | -8.6% |
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 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