+911.6%
ADP vs LPLA
+1,311.2%
-399.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.0% |
| 7D | -3.4% | -3.1% | -0.4% | -2.7% |
| 30D | +2.8% | -0.1% | +2.9% | +2.7% |
| 3M | +20.9% | +23.2% | -2.3% | +14.5% |
| 6M | +29.9% | +15.5% | +14.3% | +24.4% |
| YTD | +9.6% | +0.9% | +8.8% | +8.2% |
| 1Y | -5.3% | +0.2% | -5.4% | -6.8% |
| 3Y | +16.5% | +55.2% | -38.7% | -0.5% |
| 5Y | +49.4% | +145.4% | -96.0% | +8.7% |
| 10Y | +282.2% | +1,229.7% | -947.5% | +75.9% |
| All | +911.6% | +1,311.2% | -399.6% | +316.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling