+66.9%
AMAT vs LPLA
-21.6%
+88.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.8% | -2.7% |
| 7D | +11.4% | -0.9% | +12.3% | +11.4% |
| 30D | -17.0% | -9.5% | -7.6% | -16.3% |
| 3M | -30.6% | -21.9% | -8.8% | -28.7% |
| 6M | -14.9% | -2.6% | -12.3% | -15.2% |
| YTD | +44.7% | -17.8% | +62.5% | +47.0% |
| 1Y | +66.9% | -21.2% | +88.1% | +75.5% |
| All | +66.9% | -21.6% | +88.4% | +75.5% |
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 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