+208.8%
ALLE vs LPLA
+824.7%
-615.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.8% |
| 7D | +0.1% | +3.6% | -3.6% | -0.9% |
| 30D | +25.9% | -6.8% | +32.7% | +27.7% |
| 3M | +14.9% | -17.0% | +31.9% | +20.0% |
| 6M | +42.1% | +1.8% | +40.3% | +39.4% |
| YTD | +20.4% | -13.4% | +33.8% | +22.6% |
| 1Y | +14.9% | -17.5% | +32.4% | +18.5% |
| 3Y | +90.1% | +36.5% | +53.6% | +61.2% |
| 5Y | +53.0% | +92.6% | -39.7% | +10.5% |
| 10Y | +208.8% | +809.2% | -600.4% | +41.5% |
| All | +208.8% | +824.7% | -615.9% | +41.5% |
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 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