+65.1%
AEP vs LPLA
+145.5%
-80.5%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | +0.9% | -1.5% | +2.4% | +0.9% |
| 30D | +1.5% | -6.0% | +7.5% | +1.4% |
| 3M | -1.7% | +21.4% | -23.0% | -1.3% |
| 6M | -4.0% | +12.1% | -16.1% | -3.8% |
| YTD | +10.6% | -1.8% | +12.4% | +10.8% |
| 1Y | +18.6% | +3.2% | +15.4% | +18.9% |
| 3Y | +78.7% | +45.9% | +32.7% | +78.9% |
| 5Y | +65.1% | +144.7% | -79.6% | +63.8% |
| All | +65.1% | +145.5% | -80.5% | +63.8% |
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