+188.9%
AMAT vs LPLA
+0.7%
+188.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.3% | +4.6% | +4.3% |
| 7D | -1.5% | -3.1% | +1.6% | -1.2% |
| 30D | -14.8% | -0.1% | -14.7% | -14.7% |
| 3M | -9.3% | +23.2% | -32.5% | -11.3% |
| 6M | +27.4% | +15.5% | +11.9% | +25.9% |
| YTD | +77.6% | +0.9% | +76.7% | +78.9% |
| 1Y | +188.9% | +0.2% | +188.8% | +190.8% |
| All | +188.9% | +0.7% | +188.3% | +190.8% |
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