+195.2%
AMD vs LPLA
+0.7%
+194.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.3% | +5.0% | +4.7% |
| 7D | +2.6% | -3.1% | +5.6% | +3.1% |
| 30D | -0.9% | -0.1% | -0.8% | -1.0% |
| 3M | -8.7% | +23.2% | -31.9% | -13.0% |
| 6M | +136.3% | +15.5% | +120.8% | +126.9% |
| YTD | +123.0% | +0.9% | +122.1% | +125.4% |
| 1Y | +195.2% | +0.2% | +195.0% | +193.8% |
| All | +195.2% | +0.7% | +194.5% | +193.8% |
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