+8,520.0%
AMD vs LPLA
+756.7%
+7,763.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.1% | +9.0% | +7.1% |
| 7D | +44.7% | -2.9% | +47.6% | +46.2% |
| 30D | -3.3% | -10.2% | +6.9% | -0.2% |
| 3M | +21.2% | -22.3% | +43.5% | +32.0% |
| 6M | +30.6% | -0.6% | +31.1% | +26.9% |
| YTD | +173.3% | -17.9% | +191.2% | +183.6% |
| 1Y | +126.1% | -22.1% | +148.2% | +140.5% |
| 3Y | +393.5% | +29.3% | +364.3% | +313.7% |
| 5Y | +295.8% | +81.0% | +214.7% | +178.5% |
| All | +8,520.0% | +756.7% | +7,763.4% | +3,613.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling