+270.3%
ALLE vs LPLA
+896.8%
-626.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.1% |
| 7D | -0.2% | -3.1% | +2.8% | +0.5% |
| 30D | -6.8% | -0.1% | -6.7% | -6.9% |
| 3M | +21.0% | +23.2% | -2.2% | +14.3% |
| 6M | +1.1% | +15.5% | -14.4% | -3.4% |
| YTD | -0.5% | +0.9% | -1.4% | -2.0% |
| 1Y | -7.3% | +0.2% | -7.4% | -9.0% |
| 3Y | +42.3% | +55.2% | -13.0% | +20.3% |
| 5Y | +13.5% | +145.4% | -132.0% | -18.5% |
| 10Y | +144.0% | +1,229.7% | -1,085.6% | +13.9% |
| All | +270.3% | +896.8% | -626.5% | +97.9% |
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