+18.0%
ALLE vs LPLA
-21.6%
+39.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +1.0% |
| 7D | +3.6% | -0.9% | +4.5% | +3.6% |
| 30D | +25.9% | -9.5% | +35.4% | +26.3% |
| 3M | +15.8% | -21.9% | +37.6% | +17.1% |
| 6M | +48.1% | -2.6% | +50.7% | +47.8% |
| YTD | +22.0% | -17.8% | +39.8% | +23.3% |
| 1Y | +18.0% | -21.2% | +39.2% | +19.6% |
| All | +18.0% | -21.6% | +39.6% | +19.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling