+40.2%
AMC vs LPLA
-16.5%
+56.7%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.6% | +2.7% | +5.7% |
| 7D | +17.7% | +15.7% | +2.0% | +12.1% |
| 30D | +26.2% | -6.2% | +32.3% | +28.3% |
| 3M | +31.3% | -12.0% | +43.3% | +36.5% |
| 6M | +142.8% | -2.7% | +145.5% | +145.3% |
| YTD | +125.6% | -12.5% | +138.2% | +132.4% |
| 1Y | +40.2% | -16.5% | +56.8% | +49.9% |
| All | +40.2% | -16.5% | +56.7% | +49.9% |
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 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