+1,152.9%
AJG vs LPLA
+1,273.0%
-120.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.8% |
| 7D | -7.4% | -1.5% | -5.8% | -7.0% |
| 30D | -3.0% | -6.0% | +3.0% | -1.6% |
| 3M | +12.8% | +21.4% | -8.5% | +7.4% |
| 6M | +12.8% | +12.1% | +0.8% | +9.0% |
| YTD | -4.7% | -1.8% | -2.9% | -5.4% |
| 1Y | -17.2% | +3.2% | -20.4% | -19.3% |
| 3Y | +10.2% | +45.9% | -35.8% | -4.6% |
| 5Y | +76.9% | +144.7% | -67.7% | +29.4% |
| 10Y | +480.5% | +1,222.4% | -741.9% | +169.8% |
| All | +1,152.9% | +1,273.0% | -120.2% | +424.2% |
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