+364.8%
ALL vs LPLA
+1,198.0%
-833.2%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -2.2% | -1.5% | -0.7% | -1.8% |
| 30D | -5.6% | -6.0% | +0.4% | -4.0% |
| 3M | +17.2% | +21.4% | -4.1% | +10.6% |
| 6M | +23.2% | +12.1% | +11.2% | +18.4% |
| YTD | +23.6% | -1.8% | +25.4% | +22.2% |
| 1Y | +29.2% | +3.2% | +26.0% | +25.1% |
| 3Y | +153.8% | +45.9% | +107.9% | +113.4% |
| 5Y | +116.1% | +144.7% | -28.6% | +46.1% |
| 10Y | +364.8% | +1,222.4% | -857.6% | +105.3% |
| All | +364.8% | +1,198.0% | -833.2% | +105.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling