+20.8%
AMC vs LPLA
-20.6%
+41.3%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.8% | +3.7% | +2.6% |
| 7D | +2.6% | +4.1% | -1.5% | +1.6% |
| 30D | +9.0% | -9.0% | +18.0% | +12.3% |
| 3M | +22.2% | -17.6% | +39.8% | +30.5% |
| 6M | +91.5% | -8.8% | +100.3% | +98.8% |
| YTD | +101.3% | -17.0% | +118.3% | +111.4% |
| 1Y | +20.8% | -20.4% | +41.2% | +31.2% |
| All | +20.8% | -20.6% | +41.3% | +31.2% |
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