-10.2%
AMCR vs LPLA
+142.4%
-152.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.2% |
| 7D | -5.0% | -3.7% | -1.3% | -4.4% |
| 30D | -8.0% | -6.4% | -1.6% | -7.2% |
| 3M | +14.3% | +20.2% | -5.9% | +11.1% |
| 6M | +5.3% | +12.8% | -7.5% | +3.2% |
| YTD | +7.7% | -2.5% | +10.2% | +7.5% |
| 1Y | +10.8% | +1.9% | +8.9% | +9.5% |
| 3Y | +9.6% | +45.0% | -35.4% | -0.2% |
| 5Y | -10.2% | +146.6% | -156.8% | -31.9% |
| All | -10.2% | +142.4% | -152.6% | -31.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling