+299.9%
AEM vs LPLA
+142.4%
+157.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.7% | -2.2% | -2.9% |
| 7D | -5.0% | -3.7% | -1.4% | -5.1% |
| 30D | +8.5% | -6.4% | +14.8% | +8.4% |
| 3M | +29.3% | +20.2% | +9.1% | +29.4% |
| 6M | -12.9% | +12.8% | -25.8% | -12.9% |
| YTD | +16.8% | -2.5% | +19.3% | +16.7% |
| 1Y | +29.8% | +1.9% | +27.9% | +30.0% |
| 3Y | +336.7% | +45.0% | +291.8% | +344.6% |
| 5Y | +299.9% | +146.6% | +153.3% | +328.7% |
| All | +299.9% | +142.4% | +157.5% | +328.7% |
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