-9.2%
ALB vs LPLA
+33.1%
-42.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.7% | +1.2% |
| 7D | +9.1% | +4.1% | +4.9% | +8.3% |
| 30D | -3.4% | -9.0% | +5.6% | -2.1% |
| 3M | -20.6% | -17.6% | -3.0% | -18.3% |
| 6M | -48.2% | -8.8% | -39.3% | -47.8% |
| YTD | -29.2% | -17.0% | -12.2% | -27.9% |
| 1Y | +10.0% | -20.4% | +30.4% | +13.1% |
| All | -9.2% | +33.1% | -42.3% | -8.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling