-42.5%
ALB vs LPLA
+143.6%
-186.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.5% | +5.1% | +3.4% |
| 7D | -4.4% | -2.1% | -2.3% | -3.8% |
| 30D | -1.2% | -3.3% | +2.2% | -0.2% |
| 3M | -13.3% | +23.5% | -36.8% | -19.7% |
| 6M | -19.8% | +12.0% | -31.8% | -24.0% |
| YTD | -7.9% | -1.7% | -6.3% | -9.2% |
| 1Y | +60.2% | +3.2% | +56.9% | +54.0% |
| 3Y | -26.4% | +46.2% | -72.6% | -41.3% |
| 5Y | -42.5% | +144.9% | -187.4% | -68.0% |
| All | -42.5% | +143.6% | -186.2% | -68.0% |
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