+1,124.5%
ALL vs LPLA
+1,311.2%
-186.8%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.3% |
| 7D | 0.0% | -3.1% | +3.1% | +0.8% |
| 30D | -1.5% | -0.1% | -1.4% | -1.5% |
| 3M | +23.6% | +23.2% | +0.4% | +16.8% |
| 6M | +22.3% | +15.5% | +6.8% | +17.1% |
| YTD | +26.5% | +0.9% | +25.6% | +24.4% |
| 1Y | +27.0% | +0.2% | +26.8% | +24.4% |
| 3Y | +149.6% | +55.2% | +94.4% | +111.1% |
| 5Y | +118.1% | +145.4% | -27.3% | +57.2% |
| 10Y | +369.0% | +1,229.7% | -860.7% | +116.0% |
| All | +1,124.5% | +1,311.2% | -186.8% | +382.5% |
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