+53.4%
ALLE vs LPLA
+80.3%
-27.0%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +1.0% |
| 7D | +3.6% | -0.9% | +4.5% | +3.7% |
| 30D | +25.9% | -9.5% | +35.4% | +27.7% |
| 3M | +15.8% | -21.9% | +37.6% | +20.4% |
| 6M | +48.1% | -2.6% | +50.7% | +47.4% |
| YTD | +22.0% | -17.8% | +39.8% | +24.8% |
| 1Y | +18.0% | -21.2% | +39.2% | +21.7% |
| 3Y | +93.1% | +30.6% | +62.5% | +72.4% |
| All | +53.4% | +80.3% | -27.0% | +20.5% |
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 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