+342.6%
ALLE vs LPLA
+734.7%
-392.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.4% | +0.5% | -2.0% |
| 7D | 0.0% | +7.6% | -7.6% | -1.8% |
| 30D | +20.6% | -9.5% | +30.1% | +23.1% |
| 3M | +11.4% | -16.3% | +27.7% | +15.6% |
| 6M | +42.5% | -8.0% | +50.5% | +43.7% |
| YTD | +18.9% | -15.5% | +34.4% | +21.6% |
| 1Y | +14.2% | -19.4% | +33.5% | +18.1% |
| 3Y | +90.7% | +39.7% | +51.0% | +64.3% |
| 5Y | +52.5% | +83.0% | -30.5% | +17.8% |
| 10Y | +231.2% | +933.4% | -702.2% | +63.1% |
| All | +342.6% | +734.7% | -392.1% | +145.7% |
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